VEA
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Virtus ETF Advisers’s Phreesia PHR Stock Holding History

Virtus ETF Advisers’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
Q1 		– Sell
-9,281
Closed -$157K – 528
2025
Q4 		$157K Sell
9,281
-4,900
-35% -$101K 0.07% 283
2025
Q3 		$334K Hold
14,181
– – 0.18% 152
2025
Q2 		$404K Buy
14,181
+5,004
+55% +$127K 0.25% 111
2025
Q1 		$235K Buy
+9,177
New +$249K 0.15% 185

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Virtus ETF Advisers's PHR Position: Q1 2026 in Review

Virtus ETF Advisers sold out of Phreesia (PHR) in Q1 2026, closing a stake of 9,281 shares — an estimated $157K sold.

Virtus ETF Advisers first reported a position in PHR in Q1 2025 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Virtus ETF Advisers reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Virtus ETF Advisers sold 9,281 Phreesia shares in Q1 2026, an estimated $157K.
  • Virtus ETF Advisers first reported a position in Phreesia in Q1 2025 and held it in 4 quarters.
  • Virtus ETF Advisers's Phreesia position peaked at $404K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.