KAS
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Kestra Advisory Services’s Phreesia PHR Stock Holding History

Kestra Advisory Services’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
Q4 		– Sell
-12,344
Closed -$290K – 4565
2025
Q3 		$290K Buy
+12,344
New +$336K ﹤0.01% 2473

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestra Advisory Services's PHR Position: Q4 2025 in Review

Kestra Advisory Services sold out of Phreesia (PHR) in Q4 2025, closing a stake of 12,344 shares — an estimated $290K sold.

Kestra Advisory Services first reported a position in PHR in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Kestra Advisory Services reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 12,344 Phreesia shares in Q4 2025, an estimated $290K.
  • Kestra Advisory Services first reported a position in Phreesia in Q3 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Phreesia position peaked at $290K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.