Mather Group’s Phreesia PHR Stock Holding History

Mather Group’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	-175	Closed	-$4.12K	–	1375
2025 Q3	$4.12K	Buy	+175	New	+$4.76K	﹤0.01%	1431
2025 Q2	–	Sell	-175	Closed	-$4.47K	–	1418
2025 Q1	$4.47K	Buy	+175	New	+$4.76K	﹤0.01%	1429
2024 Q3	–	Sell	-175	Closed	-$4.19K	–	2064
2024 Q2	$4.19K	Hold	175	–	–	﹤0.01%	1677
2024 Q1	$4.05K	Buy	+175	New	+$4.35K	﹤0.01%	1390

Other funds holding PHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Mather Group's PHR Position: Q4 2025 in Review

Mather Group sold out of Phreesia (PHR) in Q4 2025, closing a stake of 175 shares — an estimated $4.12K sold.

Mather Group first reported a position in PHR in Q1 2024 and held it in 4 quarters. The position peaked at $4.47K in Q1 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

Mather Group reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
Mather Group sold 175 Phreesia shares in Q4 2025, an estimated $4.12K.
Mather Group first reported a position in Phreesia in Q1 2024 and held it in 4 quarters.
Mather Group's Phreesia position peaked at $4.47K in Q1 2025.
231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.