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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
Q2 		– Sell
-23,951
Closed -$201K – 4337
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

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NewEdge Advisors's PHR Position: Q2 2026 in Review

NewEdge Advisors sold out of Phreesia (PHR) in Q2 2026, closing a stake of 23,951 shares — an estimated $201K sold.

NewEdge Advisors first reported a position in PHR in Q4 2022 and held it in 13 quarters. The position peaked at $425K in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • NewEdge Advisors reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 23,951 Phreesia shares in Q2 2026, an estimated $201K.
  • NewEdge Advisors first reported a position in Phreesia in Q4 2022 and held it in 13 quarters.
  • NewEdge Advisors's Phreesia position peaked at $425K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.