First Horizon Advisors’s Phreesia PHR Stock Holding History

First Horizon 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 Q2	$26.3K	Hold	923	–	–	﹤0.01%	1309
2025 Q1	$23.6K	Hold	923	–	–	﹤0.01%	1263
2024 Q4	$23.2K	Hold	923	–	–	﹤0.01%	1273
2024 Q3	$21K	Hold	923	–	–	﹤0.01%	1342
2024 Q2	$19.6K	Hold	923	–	–	﹤0.01%	1283
2024 Q1	$22.1K	Hold	923	–	–	﹤0.01%	1309
2023 Q4	$21.4K	Hold	923	–	–	﹤0.01%	1315
2023 Q3	$17.2K	Hold	923	–	–	﹤0.01%	1301
2023 Q2	$28.6K	Hold	923	–	–	﹤0.01%	1130
2023 Q1	$29.8K	Hold	923	–	–	﹤0.01%	1124
2022 Q4	$29.9K	Hold	923	–	–	﹤0.01%	1092
2022 Q3	$23K	Hold	923	–	–	﹤0.01%	1179
2022 Q2	$23K	Buy	+923	New	+$20.3K	﹤0.01%	1241
2022 Q1	–	Sell	-923	Closed	-$38K	–	2154
2021 Q4	$38K	Buy	923 +77	+9%	+$4.57K	﹤0.01%	1038
2021 Q3	$52K	Sell	846 -63	-7%	-$4.2K	﹤0.01%	886
2021 Q2	$55K	Buy	909 +85	+10%	+$4.43K	﹤0.01%	745
2021 Q1	$42K	Hold	824	–	–	﹤0.01%	808
2020 Q4	$44K	Buy	824 +336	+69%	+$14.4K	﹤0.01%	651
2020 Q3	$15K	Buy	488 +221	+83%	+$6.58K	﹤0.01%	912
2020 Q2	$7K	Hold	267	–	–	﹤0.01%	1105
2020 Q1	$5K	Buy	+267	New	+$7.32K	﹤0.01%	1113

Other funds holding PHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

First Horizon Advisors's PHR Position: Q2 2025 in Review

First Horizon Advisors held its Phreesia (PHR) position steady in Q2 2025 at 923 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

First Horizon Advisors first reported a position in PHR in Q1 2020 and has held it in 21 quarters since. The position peaked at $55K in Q2 2021. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

First Horizon Advisors held 923 shares of Phreesia worth $26.3K as of Q2 2025.
First Horizon Advisors left its Phreesia share count unchanged in Q2 2025.
Phreesia made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1309 holding.
First Horizon Advisors first reported a position in Phreesia in Q1 2020 and has held it in 21 quarters since.
First Horizon Advisors's Phreesia position peaked at $55K in Q2 2021.
223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.