Wells Fargo
PHR icon

Wells Fargo’s Phreesia PHR Stock Holding History

Wells Fargo’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
2023
Q3 		– Sell
-10,000
Closed -$310K – 7656
2023
Q2 		$310K Buy
+10,000
New +$313K ﹤0.01% 4294

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

Wells Fargo's PHR Position: Q2 2026 in Review

Wells Fargo increased its Phreesia (PHR) stake by 1.1% in Q2 2026, buying an estimated $8.64K and bringing the position to 85,949 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #4200.

Wells Fargo first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $46.1M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Wells Fargo held 85,949 shares of Phreesia worth $884K as of Q2 2026.
  • Wells Fargo bought 931 Phreesia shares in Q2 2026, an estimated $8.64K.
  • Phreesia made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4200 holding.
  • Wells Fargo first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Wells Fargo's Phreesia position peaked at $46.1M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.