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Moody National Bank Trust Division’s Phreesia PHR Stock Holding History

Moody National Bank Trust Division’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
2026
Q2 		– Sell
-86,133
Closed -$722K – 537
2026
Q1 		$722K Sell
86,133
-109,811
-56% -$1.45M 0.07% 278
2025
Q4 		$3.32M Buy
195,944
+76,345
+64% +$1.58M 0.32% 53
2025
Q3 		$2.81M Buy
119,599
+4,282
+4% +$116K 0.24% 81
2025
Q2 		$3.28M Buy
115,317
+18,652
+19% +$473K 0.3% 63
2025
Q1 		$2.47M Sell
96,665
-3,565
-4% -$96.9K 0.26% 78
2024
Q4 		$2.52M Hold
100,230
– – 0.26% 73
2024
Q3 		$2.28M Buy
100,230
+32,854
+49% +$769K 0.24% 93
2024
Q2 		$1.43M Sell
67,376
-3,668
-5% -$79.6K 0.11% 133
2024
Q1 		$1.7M Buy
71,044
+20,977
+42% +$521K 0.13% 107
2023
Q4 		$1.16M Buy
50,067
+8,021
+19% +$138K 0.09% 173
2023
Q3 		$785K Buy
42,046
+12,364
+42% +$333K 0.05% 273
2023
Q2 		$920K Sell
29,682
-15,818
-35% -$495K 0.06% 229
2023
Q1 		$1.47M Buy
45,500
+29,782
+189% +$1.05M 0.13% 144
2022
Q4 		$509K Buy
15,718
+3,760
+31% +$102K 0.04% 340
2022
Q3 		$305K Buy
+11,958
New +$298K 0.03% 459

Other funds holding PHR

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division's PHR Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Phreesia (PHR) in Q2 2026, closing a stake of 86,133 shares — an estimated $722K sold.

Moody National Bank Trust Division first reported a position in PHR in Q3 2022 and held it in 15 quarters. The position peaked at $3.32M in Q4 2025. 63 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 86,133 Phreesia shares in Q2 2026, an estimated $722K.
  • Moody National Bank Trust Division first reported a position in Phreesia in Q3 2022 and held it in 15 quarters.
  • Moody National Bank Trust Division's Phreesia position peaked at $3.32M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.