Kozak & Associates’s Phreesia PHR Stock Holding History

Kozak & Associates’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	–	Sell	-200	Closed	-$5.79K	–	485
2025 Q2	$5.79K	Buy	+200	New	+$5.08K	﹤0.01%	281

Other funds holding PHR

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Kozak & Associates's PHR Position: Q3 2025 in Review

Kozak & Associates sold out of Phreesia (PHR) in Q3 2025, closing a stake of 200 shares — an estimated $5.79K sold.

Kozak & Associates first reported a position in PHR in Q2 2025 and held it in 1 quarter. The position peaked at $5.79K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

Kozak & Associates reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 200 Phreesia shares in Q3 2025, an estimated $5.79K.
Kozak & Associates first reported a position in Phreesia in Q2 2025 and held it in 1 quarter.
Kozak & Associates's Phreesia position peaked at $5.79K in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.