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Mount Yale Investment Advisors’s Phreesia PHR Stock Holding History

Mount Yale Investment Advisors’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
-8,637
Closed -$246K – 1345
2025
Q2 		$246K Buy
+8,637
New +$219K 0.02% 509

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Mount Yale Investment Advisors's PHR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Phreesia (PHR) in Q3 2025, closing a stake of 8,637 shares — an estimated $246K sold.

Mount Yale Investment Advisors first reported a position in PHR in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,637 Phreesia shares in Q3 2025, an estimated $246K.
  • Mount Yale Investment Advisors first reported a position in Phreesia in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Phreesia position peaked at $246K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.