CoreCap Advisors’s Phreesia PHR Stock Holding History

CoreCap 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	-9	Closed	-$256	–	2916
2025 Q2	$256	Hold	9	–	–	﹤0.01%	2595
2025 Q1	$230	Buy	+9	New	+$245	﹤0.01%	2915

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

CoreCap Advisors's PHR Position: Q3 2025 in Review

CoreCap Advisors sold out of Phreesia (PHR) in Q3 2025, closing a stake of 9 shares — an estimated $256 sold.

CoreCap Advisors first reported a position in PHR in Q1 2025 and held it in 2 quarters. The position peaked at $256 in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

CoreCap Advisors reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 9 Phreesia shares in Q3 2025, an estimated $256.
CoreCap Advisors first reported a position in Phreesia in Q1 2025 and held it in 2 quarters.
CoreCap Advisors's Phreesia position peaked at $256 in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.