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Rothschild Investment LLC’s Phreesia PHR Stock Holding History

Rothschild Investment LLC’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 		$7.83K Buy
934
+831
+807% +$11K ﹤0.01% 1818
2025
Q4 		$1.74K Sell
103
-63
-38% -$1.3K ﹤0.01% 2448
2025
Q3 		$3.9K Buy
166
+51
+44% +$1.39K ﹤0.01% 1817
2025
Q2 		$3.27K Buy
115
+50
+77% +$1.27K ﹤0.01% 1727
2025
Q1 		$1.66K Buy
65
+25
+63% +$680 ﹤0.01% 2015
2024
Q4 		$1.01K Sell
40
-20
-33% -$427 ﹤0.01% 2218
2024
Q3 		$1.37K Buy
60
+35
+140% +$820 ﹤0.01% 1948
2024
Q2 		$530 Buy
25
+20
+400% +$434 ﹤0.01% 1976
2024
Q1 		$120 Buy
+5
New +$124 ﹤0.01% 2104

Other funds holding PHR

PFCS
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
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
PM
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