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J. Safra Asset Management’s Phreesia PHR Stock Holding History

J. Safra Asset 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
Q4 		– Sell
-97
Closed -$2.28K – 664
2025
Q3 		$2.28K Hold
97
– – ﹤0.01% 385
2025
Q2 		$2.76K Sell
97
-1
-1% -$25 ﹤0.01% 336
2025
Q1 		$2.5K Buy
98
+82
+513% +$2.23K ﹤0.01% 320
2024
Q4 		$412 Hold
16
– – ﹤0.01% 328
2024
Q3 		$364 Buy
+16
New +$375 ﹤0.01% 291

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

J. Safra Asset Management's PHR Position: Q4 2025 in Review

J. Safra Asset Management sold out of Phreesia (PHR) in Q4 2025, closing a stake of 97 shares — an estimated $2.28K sold.

J. Safra Asset Management first reported a position in PHR in Q3 2024 and held it in 5 quarters. The position peaked at $2.76K in Q2 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • J. Safra Asset Management reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 97 Phreesia shares in Q4 2025, an estimated $2.28K.
  • J. Safra Asset Management first reported a position in Phreesia in Q3 2024 and held it in 5 quarters.
  • J. Safra Asset Management's Phreesia position peaked at $2.76K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.