NBC Securities’s Phreesia PHR Stock Holding History

NBC 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	-3,032	Closed	-$86K	–	2851
2025 Q2	$86K	Buy	+3,032	New	+$77K	0.01%	1115

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

NBC Securities's PHR Position: Q3 2025 in Review

NBC Securities sold out of Phreesia (PHR) in Q3 2025, closing a stake of 3,032 shares — an estimated $86K sold.

NBC Securities first reported a position in PHR in Q2 2025 and held it in 1 quarter. The position peaked at $86K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

NBC Securities reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
NBC Securities sold 3,032 Phreesia shares in Q3 2025, an estimated $86K.
NBC Securities first reported a position in Phreesia in Q2 2025 and held it in 1 quarter.
NBC Securities's Phreesia position peaked at $86K in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.