AllSquare Wealth Management’s Phreesia PHR Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$2.35K	Hold	100	–	–	﹤0.01%	461
2025 Q2	$2.85K	Hold	100	–	–	﹤0.01%	455
2025 Q1	$2.56K	Hold	100	–	–	﹤0.01%	462
2024 Q4	$2.52K	Hold	100	–	–	﹤0.01%	461
2024 Q3	$2.28K	Hold	100	–	–	﹤0.01%	465
2024 Q2	$2.12K	Hold	100	–	–	﹤0.01%	466
2024 Q1	$2.39K	Hold	100	–	–	﹤0.01%	460
2023 Q4	$2.31K	Hold	100	–	–	﹤0.01%	459
2023 Q3	$1.87K	Hold	100	–	–	﹤0.01%	473
2023 Q2	$2.98K	Hold	100	–	–	﹤0.01%	465
2023 Q1	$3.23K	Hold	100	–	–	﹤0.01%	452
2022 Q4	$3.24K	Hold	100	–	–	﹤0.01%	441
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	441
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	446
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	451
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	434
2021 Q3	$6K	Buy	+100	New	+$6.67K	﹤0.01%	405

Other funds holding PHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllSquare Wealth Management's PHR Position: Q3 2025 in Review

AllSquare Wealth Management held its Phreesia (PHR) position steady in Q3 2025 at 100 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

AllSquare Wealth Management first reported a position in PHR in Q3 2021 and has held it in 17 quarters since. The position peaked at $6K in Q3 2021. 235 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

AllSquare Wealth Management held 100 shares of Phreesia worth $2.35K as of Q3 2025.
AllSquare Wealth Management left its Phreesia share count unchanged in Q3 2025.
Phreesia made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #461 holding.
AllSquare Wealth Management first reported a position in Phreesia in Q3 2021 and has held it in 17 quarters since.
AllSquare Wealth Management's Phreesia position peaked at $6K in Q3 2021.
235 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.