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EP Wealth Advisors’s Phreesia PHR Stock Holding History

EP Wealth 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
2026
Q2 		$106K Buy
+10,314
New +$95.8K ﹤0.01% 1657

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EP Wealth Advisors's PHR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Phreesia (PHR) in Q2 2026: 10,314 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings.

226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • EP Wealth Advisors held 10,314 shares of Phreesia worth $106K as of Q2 2026.
  • Phreesia was a new EP Wealth Advisors position in Q2 2026.
  • Phreesia made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1657 holding.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.