UBS Group
PHR icon

UBS Group’s Phreesia PHR Stock Holding History

UBS Group’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 		$1.75M Sell
170,523
-85,276
-33% -$792K ﹤0.01% 5223
2026
Q1 		$2.14M Buy
255,799
+40,812
+19% +$540K ﹤0.01% 4910
2025
Q4 		$3.64M Buy
214,987
+16,529
+8% +$341K ﹤0.01% 4345
2025
Q3 		$4.67M Sell
198,458
-28,634
-13% -$779K ﹤0.01% 4115
2025
Q2 		$6.46M Buy
227,092
+145,681
+179% +$3.7M ﹤0.01% 3608
2025
Q1 		$2.08M Sell
81,411
-29,831
-27% -$811K ﹤0.01% 4669
2024
Q4 		$2.8M Buy
111,242
+71,592
+181% +$1.53M ﹤0.01% 4399
2024
Q3 		$904K Buy
39,650
+15,594
+65% +$365K ﹤0.01% 4744
2024
Q2 		$510K Sell
24,056
-29,532
-55% -$641K ﹤0.01% 4984
2024
Q1 		$1.28M Sell
53,588
-13,482
-20% -$335K ﹤0.01% 4389
2023
Q4 		$1.55M Buy
67,070
+26,979
+67% +$465K ﹤0.01% 4081
2023
Q3 		$749K Sell
40,091
-6,358
-14% -$171K ﹤0.01% 4341
2023
Q2 		$1.44M Buy
46,449
+16,261
+54% +$509K ﹤0.01% 3868
2023
Q1 		$975K Buy
30,188
+2,768
+10% +$97.4K ﹤0.01% 4119
2022
Q4 		$887K Buy
27,420
+17,690
+182% +$480K ﹤0.01% 4187
2022
Q3 		$248K Buy
9,730
+1,943
+25% +$48.5K ﹤0.01% 4905
2022
Q2 		$195K Buy
7,787
+3,465
+80% +$76.3K ﹤0.01% 4931
2022
Q1 		$114K Sell
4,322
-16,416
-79% -$503K ﹤0.01% 5814
2021
Q4 		$864K Buy
20,738
+17,388
+519% +$1.03M ﹤0.01% 4521
2021
Q3 		$207K Buy
3,350
+155
+5% +$10.3K ﹤0.01% 5286
2021
Q2 		$196K Sell
3,195
-10,532
-77% -$548K ﹤0.01% 5363
2021
Q1 		$715K Buy
13,727
+10,233
+293% +$645K ﹤0.01% 4573
2020
Q4 		$190K Buy
3,494
+2,799
+403% +$120K ﹤0.01% 5267
2020
Q3 		$22K Sell
695
-7,011
-91% -$209K ﹤0.01% 6241
2020
Q2 		$218K Sell
7,706
-6,215
-45% -$162K ﹤0.01% 4752
2020
Q1 		$293K Buy
13,921
+1,256
+10% +$34.4K ﹤0.01% 4423
2019
Q4 		$337K Buy
12,665
+3,788
+43% +$105K ﹤0.01% 5191
2019
Q3 		$215K Buy
+8,877
New +$234K ﹤0.01% 5196

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 Group's PHR Position: Q2 2026 in Review

UBS Group reduced its Phreesia (PHR) stake by 33% in Q2 2026, selling an estimated $792K and leaving 170,523 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #5223.

UBS Group first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.46M in Q2 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • UBS Group held 170,523 shares of Phreesia worth $1.75M as of Q2 2026.
  • UBS Group sold 85,276 Phreesia shares in Q2 2026, an estimated $792K.
  • Phreesia made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5223 holding.
  • UBS Group first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's Phreesia position peaked at $6.46M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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