Pathstone Holdings’s Phreesia PHR Stock Holding History

Pathstone Holdings’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	-7,262	Closed	-$207K	–	2390
2025 Q2	$207K	Sell	7,262 -3,880	-35%	-$98.5K	﹤0.01%	2052
2025 Q1	$285K	Buy	+11,142	New	+$303K	﹤0.01%	1951

Other funds holding PHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pathstone Holdings's PHR Position: Q3 2025 in Review

Pathstone Holdings sold out of Phreesia (PHR) in Q3 2025, closing a stake of 7,262 shares — an estimated $207K sold.

Pathstone Holdings first reported a position in PHR in Q1 2025 and held it in 2 quarters. The position peaked at $285K in Q1 2025. 235 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

Pathstone Holdings reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
Pathstone Holdings sold 7,262 Phreesia shares in Q3 2025, an estimated $207K.
Pathstone Holdings first reported a position in Phreesia in Q1 2025 and held it in 2 quarters.
Pathstone Holdings's Phreesia position peaked at $285K in Q1 2025.
235 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Pathstone Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.