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Vision Retirement’s Phreesia PHR Stock Holding History

Vision Retirement’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
-300
Closed -$5.08K – 671
2025
Q4 		$5.08K Buy
+300
New +$6.19K ﹤0.01% 477

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 $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Vision Retirement's PHR Position: Q1 2026 in Review

Vision Retirement sold out of Phreesia (PHR) in Q1 2026, closing a stake of 300 shares — an estimated $5.08K sold.

Vision Retirement first reported a position in PHR in Q4 2025 and held it in 1 quarter. The position peaked at $5.08K in Q4 2025. 245 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Vision Retirement reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 300 Phreesia shares in Q1 2026, an estimated $5.08K.
  • Vision Retirement first reported a position in Phreesia in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's Phreesia position peaked at $5.08K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.