Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Phreesia PHR Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-19
Closed -$321 – 4392
2025
Q4 		$321 Sell
19
-57
-75% -$1.18K ﹤0.01% 3766
2025
Q3 		$1.79K Buy
+76
New +$2.07K ﹤0.01% 3423
2025
Q2 		– Sell
-43
Closed -$1.1K – 3925
2025
Q1 		$1.1K Hold
43
– – ﹤0.01% 3264
2024
Q4 		$1.08K Hold
43
– – ﹤0.01% 3288
2024
Q3 		$980 Hold
43
– – ﹤0.01% 3250
2024
Q2 		$912 Hold
43
– – ﹤0.01% 3223
2024
Q1 		$1.03K Hold
43
– – ﹤0.01% 3179
2023
Q4 		$995 Buy
+43
New +$742 ﹤0.01% 3171
2022
Q3 		– Sell
-1
Closed – – 3321
2022
Q2 		$0 Sell
1
-392
-100% -$8.63K ﹤0.01% 3400
2022
Q1 		$10K Buy
+393
New +$12K ﹤0.01% 2543

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's PHR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 19 shares — an estimated $321 sold.

Northwestern Mutual Wealth Management first reported a position in PHR in Q1 2022 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 19 Phreesia shares in Q1 2026, an estimated $321.
  • Northwestern Mutual Wealth Management first reported a position in Phreesia in Q1 2022 and held it in 10 quarters.
  • Northwestern Mutual Wealth Management's Phreesia position peaked at $10K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.