Atria Investments’s Phreesia PHR Stock Holding History

Atria Investments’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 Q3	–	Sell	-8,015	Closed	-$228K	–	2124
2025 Q2	$228K	Sell	8,015 -24	-0.3%	-$609	﹤0.01%	1845
2025 Q1	$205K	Buy	+8,039	New	+$219K	﹤0.01%	1812

Other funds holding PHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's PHR Position: Q3 2025 in Review

Atria Investments sold out of Phreesia (PHR) in Q3 2025, closing a stake of 8,015 shares — an estimated $228K sold.

Atria Investments first reported a position in PHR in Q1 2025 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

Atria Investments reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 8,015 Phreesia shares in Q3 2025, an estimated $228K.
Atria Investments first reported a position in Phreesia in Q1 2025 and held it in 2 quarters.
Atria Investments's Phreesia position peaked at $228K in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.