TFC Financial Management’s Phreesia PHR Stock Holding History

TFC Financial Management’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$9	–	1074
2026 Q1	$9	Buy	+1	New	+$13	﹤0.01%	992

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TFC Financial Management's PHR Position: Q2 2026 in Review

TFC Financial Management sold out of Phreesia (PHR) in Q2 2026, closing a stake of 1 share — an estimated $9 sold.

TFC Financial Management first reported a position in PHR in Q1 2026 and held it in 1 quarter. The position peaked at $9 in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

TFC Financial Management reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
TFC Financial Management sold 1 Phreesia share in Q2 2026, an estimated $9.
TFC Financial Management first reported a position in Phreesia in Q1 2026 and held it in 1 quarter.
TFC Financial Management's Phreesia position peaked at $9 in Q1 2026.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.