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Coldstream Capital Management’s Phreesia PHR Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,849
Closed -$47.3K – 2721
2025
Q1 		$47.3K Buy
+1,849
New +$50.3K ﹤0.01% 1733

Other funds holding PHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Coldstream Capital Management's PHR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Phreesia (PHR) in Q2 2025, closing a stake of 1,849 shares — an estimated $47.3K sold.

Coldstream Capital Management first reported a position in PHR in Q1 2025 and held it in 1 quarter. The position peaked at $47.3K in Q1 2025. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,849 Phreesia shares in Q2 2025, an estimated $47.3K.
  • Coldstream Capital Management first reported a position in Phreesia in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Phreesia position peaked at $47.3K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.