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Continuum Advisory’s Phreesia PHR Stock Holding History

Continuum Advisory’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
-65
Closed -$1.66K – 1240
2025
Q1 		$1.66K Sell
65
-4
-6% -$109 ﹤0.01% 1410
2024
Q4 		$1.74K Buy
69
+20
+41% +$427 ﹤0.01% 1462
2024
Q3 		$1.03K Buy
+49
New +$1.15K ﹤0.01% 1616

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

Continuum Advisory's PHR Position: Q2 2025 in Review

Continuum Advisory sold out of Phreesia (PHR) in Q2 2025, closing a stake of 65 shares — an estimated $1.66K sold.

Continuum Advisory first reported a position in PHR in Q3 2024 and held it in 3 quarters. The position peaked at $1.74K in Q4 2024. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Continuum Advisory reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 65 Phreesia shares in Q2 2025, an estimated $1.66K.
  • Continuum Advisory first reported a position in Phreesia in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Phreesia position peaked at $1.74K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.