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Washington Trust Advisors’s Phreesia PHR Stock Holding History

Washington Trust Advisors’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
-381
Closed -$8.96K – 667
2025
Q3 		$8.96K Buy
381
+59
+18% +$1.6K ﹤0.01% 536
2025
Q2 		$9.16K Hold
322
– – ﹤0.01% 489
2025
Q1 		$8.23K Hold
322
– – ﹤0.01% 490
2024
Q4 		$8.1K Hold
322
– – ﹤0.01% 505
2024
Q3 		$7.34K Hold
322
– – ﹤0.01% 526
2024
Q2 		$6.83K Hold
322
– – ﹤0.01% 521
2024
Q1 		$7.71K Hold
322
– – ﹤0.01% 516
2023
Q4 		$7.46K Buy
322
+76
+31% +$1.31K ﹤0.01% 523
2023
Q3 		$4.6K Hold
246
– – ﹤0.01% 561
2023
Q2 		$7.63K Hold
246
– – ﹤0.01% 494
2023
Q1 		$7.94K Hold
246
– – ﹤0.01% 535
2022
Q4 		$7.96K Hold
246
– – ﹤0.01% 527
2022
Q3 		$6K Buy
246
+30
+14% +$749 ﹤0.01% 687
2022
Q2 		$5K Buy
216
+55
+34% +$1.21K ﹤0.01% 752
2022
Q1 		$4K Hold
161
– – ﹤0.01% 862
2021
Q4 		$7K Buy
+161
New +$9.56K ﹤0.01% 794

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Washington Trust Advisors's PHR Position: Q4 2025 in Review

Washington Trust Advisors sold out of Phreesia (PHR) in Q4 2025, closing a stake of 381 shares — an estimated $8.96K sold.

Washington Trust Advisors first reported a position in PHR in Q4 2021 and held it in 16 quarters. The position peaked at $9.16K in Q2 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Washington Trust Advisors reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 381 Phreesia shares in Q4 2025, an estimated $8.96K.
  • Washington Trust Advisors first reported a position in Phreesia in Q4 2021 and held it in 16 quarters.
  • Washington Trust Advisors's Phreesia position peaked at $9.16K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.