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Advisornet Financial’s Phreesia PHR Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-100
Closed -$2.35K – 2332
2025
Q3 		$2.35K Buy
+100
New +$2.72K ﹤0.01% 1835

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Advisornet Financial's PHR Position: Q4 2025 in Review

Advisornet Financial sold out of Phreesia (PHR) in Q4 2025, closing a stake of 100 shares — an estimated $2.35K sold.

Advisornet Financial first reported a position in PHR in Q3 2025 and held it in 1 quarter. The position peaked at $2.35K in Q3 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Advisornet Financial reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 100 Phreesia shares in Q4 2025, an estimated $2.35K.
  • Advisornet Financial first reported a position in Phreesia in Q3 2025 and held it in 1 quarter.
  • Advisornet Financial's Phreesia position peaked at $2.35K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.