PAG
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Private Advisor Group’s Phreesia PHR Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-8,912
Closed -$210K – 2732
2025
Q3 		$210K Sell
8,912
-680
-7% -$18.5K ﹤0.01% 2305
2025
Q2 		$273K Buy
9,592
+942
+11% +$23.9K ﹤0.01% 2034
2025
Q1 		$221K Sell
8,650
-2,867
-25% -$77.9K ﹤0.01% 2048
2024
Q4 		$290K Sell
11,517
-259
-2% -$5.53K ﹤0.01% 1876
2024
Q3 		$268K Buy
11,776
+241
+2% +$5.64K ﹤0.01% 2023
2024
Q2 		$245K Sell
11,535
-266
-2% -$5.77K ﹤0.01% 2026
2024
Q1 		$282K Buy
11,801
+420
+4% +$10.4K ﹤0.01% 1888
2023
Q4 		$263K Buy
+11,381
New +$196K ﹤0.01% 1869

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Advisor Group's PHR Position: Q4 2025 in Review

Private Advisor Group sold out of Phreesia (PHR) in Q4 2025, closing a stake of 8,912 shares — an estimated $210K sold.

Private Advisor Group first reported a position in PHR in Q4 2023 and held it in 8 quarters. The position peaked at $290K in Q4 2024. 230 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Private Advisor Group reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 8,912 Phreesia shares in Q4 2025, an estimated $210K.
  • Private Advisor Group first reported a position in Phreesia in Q4 2023 and held it in 8 quarters.
  • Private Advisor Group's Phreesia position peaked at $290K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.