Prudential Financial
PHR icon

Prudential Financial’s Phreesia PHR Stock Holding History

Prudential Financial’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
-10,460
Closed -$256K – 2506
2025
Q2 		$256K Buy
+10,460
New +$265K ﹤0.01% 2141
2023
Q4 		– Sell
-123,948
Closed -$2.31M – 2699
2023
Q3 		$2.31M Sell
123,948
-4,887
-4% -$131K ﹤0.01% 1278
2023
Q2 		$4M Sell
128,835
-2,790
-2% -$87.3K 0.01% 1006
2023
Q1 		$4.25M Sell
131,625
-6,910
-5% -$243K 0.01% 935
2022
Q4 		$4.48M Buy
138,535
+37,790
+38% +$1.03M 0.01% 914
2022
Q3 		$2.57M Buy
100,745
+55,000
+120% +$1.37M ﹤0.01% 1182
2022
Q2 		$1.14M Sell
45,745
-28,200
-38% -$621K ﹤0.01% 1716
2022
Q1 		$1.95M Sell
73,945
-8,000
-10% -$245K ﹤0.01% 1511
2021
Q4 		$3.5M Buy
81,945
+17,333
+27% +$1.03M ﹤0.01% 1229
2021
Q3 		$3.99M Buy
64,612
+748
+1% +$49.9K 0.01% 1098
2021
Q2 		$3.92M Buy
63,864
+9,084
+17% +$473K 0.01% 1127
2021
Q1 		$2.85M Sell
54,780
-10
-0% -$630 ﹤0.01% 1283
2020
Q4 		$2.97M Buy
54,790
+10,710
+24% +$460K 0.01% 1237
2020
Q3 		$1.42M Sell
44,080
-18,550
-30% -$552K ﹤0.01% 1480
2020
Q2 		$1.77M Buy
62,630
+25,533
+69% +$665K ﹤0.01% 1396
2020
Q1 		$780K Buy
37,097
+16,470
+80% +$451K ﹤0.01% 1779
2019
Q4 		$550K Buy
+20,627
New +$570K ﹤0.01% 2032

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial's PHR Position: Q3 2025 in Review

Prudential Financial sold out of Phreesia (PHR) in Q3 2025, closing a stake of 10,460 shares — an estimated $256K sold.

Prudential Financial first reported a position in PHR in Q4 2019 and held it in 17 quarters. The position peaked at $4.48M in Q4 2022. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Prudential Financial reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Prudential Financial sold 10,460 Phreesia shares in Q3 2025, an estimated $256K.
  • Prudential Financial first reported a position in Phreesia in Q4 2019 and held it in 17 quarters.
  • Prudential Financial's Phreesia position peaked at $4.48M in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Prudential Financial's 13F filing for Q3 2025, filed 13 Nov 2025.