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PHLT

Nuveen’s Performant Healthcare Inc PHLT Stock Holding History

Nuveen’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-93,487
Closed -$723K – 3313
2025
Q3 		$723K Sell
93,487
-3,938
-4% -$25.1K ﹤0.01% 2766
2025
Q2 		$390K Sell
97,425
-33,846
-26% -$96K ﹤0.01% 2959
2025
Q1 		$389K Hold
131,271
– – ﹤0.01% 2975
2024
Q4 		$396K Hold
131,271
– – ﹤0.01% 3058
2024
Q3 		$491K Hold
131,271
– – ﹤0.01% 3022
2024
Q2 		$381K Hold
131,271
– – ﹤0.01% 3081
2024
Q1 		$386K Buy
131,271
+4,382
+3% +$12.5K ﹤0.01% 3042
2023
Q4 		$397K Hold
126,889
– – ﹤0.01% 3079
2023
Q3 		$287K Hold
126,889
– – ﹤0.01% 2975
2023
Q2 		$343K Buy
+126,889
New +$367K ﹤0.01% 2994

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nuveen's PHLT Position: Q4 2025 in Review

Nuveen sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 93,487 shares — an estimated $723K sold.

Nuveen first reported a position in PHLT in Q2 2023 and held it in 10 quarters. The position peaked at $723K in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Nuveen reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Nuveen sold 93,487 Performant Healthcare Inc shares in Q4 2025, an estimated $723K.
  • Nuveen first reported a position in Performant Healthcare Inc in Q2 2023 and held it in 10 quarters.
  • Nuveen's Performant Healthcare Inc position peaked at $723K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Nuveen's 13F filing for Q4 2025, filed 12 Feb 2026.