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Aventus Investment Advisors’s Phreesia PHR Stock Holding History

Aventus Investment Advisors’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
Q2 		– Sell
-369
Closed -$3.09K – 167
2026
Q1 		$3.09K Buy
369
+49
+15% +$648 ﹤0.01% 138
2025
Q4 		$5.41K Buy
+320
New +$6.6K ﹤0.01% 130

Other funds holding PHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Aventus Investment Advisors's PHR Position: Q2 2026 in Review

Aventus Investment Advisors sold out of Phreesia (PHR) in Q2 2026, closing a stake of 369 shares — an estimated $3.09K sold.

Aventus Investment Advisors first reported a position in PHR in Q4 2025 and held it in 2 quarters. The position peaked at $5.41K in Q4 2025. 30 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Aventus Investment Advisors reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Aventus Investment Advisors sold 369 Phreesia shares in Q2 2026, an estimated $3.09K.
  • Aventus Investment Advisors first reported a position in Phreesia in Q4 2025 and held it in 2 quarters.
  • Aventus Investment Advisors's Phreesia position peaked at $5.41K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.