TD Private Client Wealth’s Phreesia PHR Stock Holding History

TD Private Client Wealth’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	-27	Closed	-$635	–	1701
2025 Q3	$635	Buy	+27	New	+$734	﹤0.01%	1415

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

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

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

CIP

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TD Private Client Wealth's PHR Position: Q4 2025 in Review

TD Private Client Wealth sold out of Phreesia (PHR) in Q4 2025, closing a stake of 27 shares — an estimated $635 sold.

TD Private Client Wealth first reported a position in PHR in Q3 2025 and held it in 1 quarter. The position peaked at $635 in Q3 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

TD Private Client Wealth reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
TD Private Client Wealth sold 27 Phreesia shares in Q4 2025, an estimated $635.
TD Private Client Wealth first reported a position in Phreesia in Q3 2025 and held it in 1 quarter.
TD Private Client Wealth's Phreesia position peaked at $635 in Q3 2025.
231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.