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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Phreesia PHR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-5,127
Closed -$86.7K – 559
2025
Q4 		$86.7K Sell
5,127
-3,138
-38% -$64.8K 0.03% 246
2025
Q3 		$194K Buy
8,265
+3,686
+80% +$100K 0.06% 153
2025
Q2 		$130K Sell
4,579
-197
-4% -$5K 0.04% 170
2025
Q1 		$122K Sell
4,776
-1,910
-29% -$51.9K 0.05% 174
2024
Q4 		$168K Buy
+6,686
New +$143K 0.07% 148
2024
Q1 		– Sell
-6,965
Closed -$161K – 363
2023
Q4 		$161K Buy
6,965
+6,865
+6,865% +$118K 0.1% 109
2023
Q3 		$1.87K Sell
100
-616
-86% -$16.6K ﹤0.01% 243
2023
Q2 		$3.1K Buy
716
+616
+616% +$19.3K ﹤0.01% 239
2023
Q1 		$3.23K Hold
100
– – ﹤0.01% 262
2022
Q4 		$3.24K Buy
+100
New +$2.71K ﹤0.01% 231

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
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
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PHR Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Phreesia (PHR) in Q1 2026, closing a stake of 5,127 shares — an estimated $86.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PHR in Q4 2022 and held it in 10 quarters. The position peaked at $194K in Q3 2025. 245 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,127 Phreesia shares in Q1 2026, an estimated $86.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Phreesia in Q4 2022 and held it in 10 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Phreesia position peaked at $194K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.