NewEdge Advisors’s Phreesia PHR Stock Holding History

NewEdge 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 Q1	$201K	Buy	23,951 +23,950	+2,395,000%	+$317K	﹤0.01%	2593
2025 Q4	$17	Hold	1	–	–	﹤0.01%	4188
2025 Q3	$24	Sell	1 -14,944	-100%	-$406K	﹤0.01%	4070
2025 Q2	$425K	Sell	14,945 -492	-3%	-$12.5K	﹤0.01%	1794
2025 Q1	$395K	Buy	15,437 +11,181	+263%	+$304K	﹤0.01%	1720
2024 Q4	$107K	Buy	4,256 +459	+12%	+$9.81K	﹤0.01%	2257
2024 Q3	$86.5K	Buy	+3,797	New	+$88.9K	﹤0.01%	2240
2024 Q2	–	Sell	-70	Closed	-$1.68K	–	3959
2024 Q1	$1.68K	Hold	70	–	–	﹤0.01%	3410
2023 Q4	$1.62K	Sell	70 -8	-10%	-$138	﹤0.01%	3381
2023 Q3	$1.46K	Hold	78	–	–	﹤0.01%	3110
2023 Q2	$2.42K	Sell	78 -1,237	-94%	-$38.7K	﹤0.01%	3037
2023 Q1	$42.5K	Sell	1,315 -8	-0.6%	-$281	﹤0.01%	2068
2022 Q4	$43	Buy	+1,323	New	+$35.9K	﹤0.01%	3495

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