M Holdings Securities’s Phreesia PHR Stock Holding History

M Holdings Securities’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	-11,500	Closed	-$327K	–	161
2025 Q2	$327K	Sell	11,500 -1,500	-12%	-$38.1K	0.06%	145
2025 Q1	$332K	Sell	13,000 -1,840	-12%	-$50K	0.06%	135
2024 Q4	$373K	Sell	14,840 -160	-1%	-$3.42K	0.06%	127
2024 Q3	$342K	Sell	15,000 -2,500	-14%	-$58.5K	0.09%	83
2024 Q2	$371K	Hold	17,500	–	–	0.05%	205
2024 Q1	$419K	Sell	17,500 -2,500	-13%	-$62.1K	0.07%	121
2023 Q4	$463K	Hold	20,000	–	–	0.05%	155
2023 Q3	$374K	Sell	20,000 -250	-1%	-$6.73K	0.05%	174
2023 Q2	$628K	Hold	20,250	–	–	0.13%	94
2023 Q1	$654K	Hold	20,250	–	–	0.07%	206
2022 Q4	$655K	Sell	20,250 -900	-4%	-$24.4K	0.07%	207
2022 Q3	$539K	Hold	21,150	–	–	0.06%	233
2022 Q2	$529K	Buy	21,150 +1,585	+8%	+$34.9K	0.05%	241
2022 Q1	$516K	Buy	+19,565	New	+$600K	0.04%	289

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

M Holdings Securities's PHR Position: Q3 2025 in Review

M Holdings Securities sold out of Phreesia (PHR) in Q3 2025, closing a stake of 11,500 shares — an estimated $327K sold.

M Holdings Securities first reported a position in PHR in Q1 2022 and held it in 14 quarters. The position peaked at $655K in Q4 2022. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

M Holdings Securities reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
M Holdings Securities sold 11,500 Phreesia shares in Q3 2025, an estimated $327K.
M Holdings Securities first reported a position in Phreesia in Q1 2022 and held it in 14 quarters.
M Holdings Securities's Phreesia position peaked at $655K in Q4 2022.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.