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Clearstead Advisors’s Phreesia PHR Stock Holding History

Clearstead 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
2025
Q3 		– Sell
-4
Closed -$114 – 3204
2025
Q2 		$114 Buy
+4
New +$102 ﹤0.01% 2604
2024
Q3 		– Sell
-186
Closed -$3.94K – 2096
2024
Q2 		$3.94K Buy
+186
New +$4.04K ﹤0.01% 1719
2021
Q4 		– Sell
-463
Closed -$29K – 1398
2021
Q3 		$29K Buy
+463
New +$30.9K ﹤0.01% 713

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's PHR Position: Q3 2025 in Review

Clearstead Advisors sold out of Phreesia (PHR) in Q3 2025, closing a stake of 4 shares — an estimated $114 sold.

Clearstead Advisors first reported a position in PHR in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Clearstead Advisors reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 4 Phreesia shares in Q3 2025, an estimated $114.
  • Clearstead Advisors first reported a position in Phreesia in Q3 2021 and held it in 3 quarters.
  • Clearstead Advisors's Phreesia position peaked at $29K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.