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Global Financial Private Client’s Phreesia PHR Stock Holding History

Global Financial Private Client’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
-548
Closed -$14K – 1220
2025
Q1 		$14K Buy
+548
New +$14.9K 0.01% 513

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

Global Financial Private Client's PHR Position: Q2 2025 in Review

Global Financial Private Client sold out of Phreesia (PHR) in Q2 2025, closing a stake of 548 shares — an estimated $14K sold.

Global Financial Private Client first reported a position in PHR in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Global Financial Private Client reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 548 Phreesia shares in Q2 2025, an estimated $14K.
  • Global Financial Private Client first reported a position in Phreesia in Q1 2025 and held it in 1 quarter.
  • Global Financial Private Client's Phreesia position peaked at $14K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.