EWA
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EverSource Wealth Advisors’s Phreesia PHR Stock Holding History

EverSource 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 		$50.8K Buy
4,932
+1,663
+51% +$15.4K ﹤0.01% 1774
2026
Q1 		$27.4K Buy
3,269
+3,001
+1,120% +$39.7K ﹤0.01% 2301
2025
Q4 		$4.54K Sell
268
-238
-47% -$4.91K ﹤0.01% 3161
2025
Q3 		$11.9K Sell
506
-102
-17% -$2.77K ﹤0.01% 2722
2025
Q2 		$17.3K Buy
608
+526
+641% +$13.3K ﹤0.01% 2412
2025
Q1 		$2.1K Buy
82
+59
+257% +$1.6K ﹤0.01% 2906
2024
Q4 		$579 Buy
23
+6
+35% +$128 ﹤0.01% 3131
2024
Q3 		$387 Hold
17
– – ﹤0.01% 2910
2024
Q2 		$424 Buy
+17
New +$369 ﹤0.01% 2924

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

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

EverSource Wealth Advisors increased its Phreesia (PHR) stake by 51% in Q2 2026, buying an estimated $15.4K and bringing the position to 4,932 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

EverSource Wealth Advisors first reported a position in PHR in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • EverSource Wealth Advisors held 4,932 shares of Phreesia worth $50.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,663 Phreesia shares in Q2 2026, an estimated $15.4K.
  • Phreesia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1774 holding.
  • EverSource Wealth Advisors first reported a position in Phreesia in Q2 2024 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.