UBS AM
PHR icon

UBS AM’s Phreesia PHR Stock Holding History

UBS AM’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 		$1.27M Buy
123,567
+15,971
+15% +$148K ﹤0.01% 2260
2026
Q1 		$902K Buy
107,596
+16,524
+18% +$219K ﹤0.01% 2379
2025
Q4 		$1.54M Sell
91,072
-1,551,060
-94% -$32M ﹤0.01% 1979
2025
Q3 		$38.6M Sell
1,642,132
-432,683
-21% -$11.8M 0.01% 652
2025
Q2 		$59M Sell
2,074,815
-570,173
-22% -$14.5M 0.01% 652
2025
Q1 		$67.6M Buy
2,644,988
+1,377,904
+109% +$37.5M 0.02% 624
2024
Q4 		$31.9M Sell
1,267,084
-267,944
-17% -$5.72M 0.01% 787
2024
Q3 		$35M Sell
1,535,028
-278,429
-15% -$6.52M 0.01% 763
2024
Q2 		$38.4M Buy
1,813,457
+1,761,169
+3,368% +$38.2M 0.01% 678
2024
Q1 		$1.25M Hold
52,288
– – ﹤0.01% 1903
2023
Q4 		$1.21M Buy
52,288
+3,469
+7% +$59.9K ﹤0.01% 1924
2023
Q3 		$912K Buy
48,819
+5,094
+12% +$137K ﹤0.01% 2001
2023
Q2 		$1.41M Hold
43,725
– – ﹤0.01% 1842
2023
Q1 		$1.41M Buy
43,725
+5,149
+13% +$181K ﹤0.01% 1842
2022
Q4 		$1.25M Sell
38,576
-1,972
-5% -$53.5K ﹤0.01% 1746
2022
Q3 		$1.03M Hold
40,548
– – ﹤0.01% 1944
2022
Q2 		$1.01M Sell
40,548
-9,858
-20% -$217K ﹤0.01% 1951
2022
Q1 		$1.33M Hold
50,406
– – ﹤0.01% 1995
2021
Q4 		$2.1M Buy
50,406
+914
+2% +$54.3K ﹤0.01% 1855
2021
Q3 		$3.05M Buy
49,492
+4,580
+10% +$306K ﹤0.01% 1620
2021
Q2 		$2.75M Buy
44,912
+17,855
+66% +$930K ﹤0.01% 1707
2021
Q1 		$1.41M Buy
27,057
+5,457
+25% +$344K ﹤0.01% 1915
2020
Q4 		$1.17M Buy
21,600
+2,700
+14% +$116K ﹤0.01% 1910
2020
Q3 		$607K Sell
18,900
-275
-1% -$8.19K ﹤0.01% 2046
2020
Q2 		$542K Buy
+19,175
New +$499K ﹤0.01% 2093

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 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

UBS AM's PHR Position: Q2 2026 in Review

UBS AM increased its Phreesia (PHR) stake by 15% in Q2 2026, buying an estimated $148K and bringing the position to 123,567 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

UBS AM first reported a position in PHR in Q2 2020 and has held it in 25 quarters since. The position peaked at $67.6M in Q1 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • UBS AM held 123,567 shares of Phreesia worth $1.27M as of Q2 2026.
  • UBS AM bought 15,971 Phreesia shares in Q2 2026, an estimated $148K.
  • Phreesia made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2260 holding.
  • UBS AM first reported a position in Phreesia in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Phreesia position peaked at $67.6M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.