Arax Advisory Partners’s Phreesia PHR Stock Holding History

Arax Advisory Partners’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	$9.93K	Buy	1,185 +1,162	+5,052%	+$15.4K	﹤0.01%	2440
2025 Q4	$390	Sell	23 -1,947	-99%	-$40.2K	﹤0.01%	3643
2025 Q3	$46.3K	Buy	1,970 +1,877	+2,018%	+$51K	﹤0.01%	1863
2025 Q2	$2.65K	Sell	93 -23	-20%	-$584	﹤0.01%	2465
2025 Q1	$2.96K	Buy	116 +23	+25%	+$625	﹤0.01%	1962
2024 Q4	$2.34K	Buy	93 +70	+304%	+$1.5K	﹤0.01%	1973
2024 Q3	$525	Sell	23 -20	-47%	-$468	﹤0.01%	2395
2024 Q2	$912	Buy	43 +28	+187%	+$608	﹤0.01%	2199
2024 Q1	$359	Hold	15	–	–	﹤0.01%	1249
2023 Q4	$348	Sell	15 -28	-65%	-$483	﹤0.01%	1247
2023 Q3	$804	Hold	43	–	–	﹤0.01%	1176
2023 Q2	$1.33K	Hold	43	–	–	﹤0.01%	1057
2023 Q1	$1.39K	Hold	43	–	–	﹤0.01%	1043
2022 Q4	$1.39K	Hold	43	–	–	﹤0.01%	1005
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	1130
2022 Q2	$1K	Buy	43 +7	+19%	+$154	﹤0.01%	1095
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	1072
2021 Q4	$1K	Buy	+36	New	+$2.14K	﹤0.01%	1059

Other funds holding PHR

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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