Tocqueville Asset Management
PHR icon

Tocqueville Asset Management’s Phreesia PHR Stock Holding History

Tocqueville Asset 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 		$3.34M Hold
325,000
– – 0.04% 255
2026
Q1 		$2.72M Buy
325,000
+180,000
+124% +$2.38M 0.04% 263
2025
Q4 		$2.45M Buy
+145,000
New +$2.99M 0.04% 280

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Tocqueville Asset Management's PHR Position: Q2 2026 in Review

Tocqueville Asset Management held its Phreesia (PHR) position steady in Q2 2026 at 325,000 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #255.

Tocqueville Asset Management first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Tocqueville Asset Management held 325,000 shares of Phreesia worth $3.34M as of Q2 2026.
  • Tocqueville Asset Management left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up 0.04% of Tocqueville Asset Management's portfolio in Q2 2026, its #255 holding.
  • Tocqueville Asset Management first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.