Probity Advisors’s Phreesia PHR Stock Holding History

Probity 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 Q3	$201K	Buy	19,457 +193	+1%	+$2.12K	0.03%	224
2026 Q2	$198K	Buy	19,264 +2,070	+12%	+$19.2K	0.03%	231
2026 Q1	$144K	Buy	17,194 +6,062	+54%	+$80.2K	0.02%	229
2025 Q4	$188K	Sell	11,132 -2,173	-16%	-$44.8K	0.03%	230
2025 Q3	$313K	Buy	13,305 +94	+0.7%	+$2.56K	0.05%	195
2025 Q2	$376K	Buy	13,211 +1,168	+10%	+$29.6K	0.07%	179
2025 Q1	$308K	Sell	12,043 -31	-0.3%	-$843	0.06%	191
2024 Q4	$304K	Buy	+12,074	New	+$258K	0.06%	193
2022 Q1	–	Sell	-5,029	Closed	-$210K	–	193
2021 Q4	$210K	Sell	5,029 -105	-2%	-$6.24K	0.04%	189
2021 Q3	$317K	Buy	5,134 +15	+0.3%	+$1K	0.07%	171
2021 Q2	$314K	Buy	5,119 +504	+11%	+$26.2K	0.07%	164
2021 Q1	$240K	Buy	+4,615	New	+$291K	0.05%	181

Other funds holding PHR

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

N10 Wealth Greenwich, Connecticut $348M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Probity Advisors's PHR Position: Q3 2026 in Review

Probity Advisors increased its Phreesia (PHR) stake by 1% in Q3 2026, buying an estimated $2.12K and bringing the position to 19,457 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #224.

Probity Advisors first reported a position in PHR in Q1 2021 and has held it in 12 quarters since. The position peaked at $376K in Q2 2025. 26 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

Probity Advisors held 19,457 shares of Phreesia worth $201K as of Q3 2026.
Probity Advisors bought 193 Phreesia shares in Q3 2026, an estimated $2.12K.
Phreesia made up 0.03% of Probity Advisors's portfolio in Q3 2026, its #224 holding.
Probity Advisors first reported a position in Phreesia in Q1 2021 and has held it in 12 quarters since.
Probity Advisors's Phreesia position peaked at $376K in Q2 2025.
26 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Probity Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.