Nicolet Advisory Services’s Phreesia PHR Stock Holding History

Nicolet Advisory Services’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	-8,453	Closed	-$223K	–	441
2025 Q2	$223K	Buy	+8,453	New	+$215K	0.02%	371

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

Nicolet Advisory Services's PHR Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Phreesia (PHR) in Q3 2025, closing a stake of 8,453 shares — an estimated $223K sold.

Nicolet Advisory Services first reported a position in PHR in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

Nicolet Advisory Services reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
Nicolet Advisory Services sold 8,453 Phreesia shares in Q3 2025, an estimated $223K.
Nicolet Advisory Services first reported a position in Phreesia in Q2 2025 and held it in 1 quarter.
Nicolet Advisory Services's Phreesia position peaked at $223K in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.