CIBC Private Wealth Group
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CIBC Private Wealth Group’s Phreesia PHR Stock Holding History

CIBC Private Wealth Group’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 		$3.38K Buy
+200
New +$4.13K ﹤0.01% 2702
2024
Q4 		– Sell
-1,485
Closed -$33.8K – 3137
2024
Q3 		$33.8K Hold
1,485
– – ﹤0.01% 1919
2024
Q2 		$30K Hold
1,485
– – ﹤0.01% 1873
2024
Q1 		$34.3K Buy
+1,485
New +$36.9K ﹤0.01% 1824
2022
Q2 		– Sell
-850
Closed -$22K – 1273
2022
Q1 		$22K Buy
+850
New +$26K ﹤0.01% 1100

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

CIBC Private Wealth Group's PHR Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Phreesia (PHR) in Q4 2025: 200 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #2702 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in PHR as recently as Q3 2024.

CIBC Private Wealth Group first reported a position in PHR in Q1 2022 and has held it in 5 quarters since. The position peaked at $34.3K in Q1 2024. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • CIBC Private Wealth Group held 200 shares of Phreesia worth $3.38K as of Q4 2025.
  • Phreesia was a new CIBC Private Wealth Group position in Q4 2025.
  • Phreesia made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2702 holding.
  • CIBC Private Wealth Group first reported a position in Phreesia in Q1 2022 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Phreesia position peaked at $34.3K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.