Stephens Consulting’s Phreesia PHR Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-15	Closed	-$384	–	1767
2025 Q1	$384	Buy	+15	New	+$408	﹤0.01%	1113

Other funds holding PHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Consulting's PHR Position: Q2 2025 in Review

Stephens Consulting sold out of Phreesia (PHR) in Q2 2025, closing a stake of 15 shares — an estimated $384 sold.

Stephens Consulting first reported a position in PHR in Q1 2025 and held it in 1 quarter. The position peaked at $384 in Q1 2025. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

Stephens Consulting reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Phreesia shares in Q2 2025, an estimated $384.
Stephens Consulting first reported a position in Phreesia in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Phreesia position peaked at $384 in Q1 2025.
223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.