FFO
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Fortitude Family Office’s Phreesia PHR Stock Holding History

Fortitude Family Office’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 		$4.42K Buy
+430
New +$3.99K ﹤0.01% 1137

Other funds holding PHR

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Fortitude Family Office's PHR Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Phreesia (PHR) in Q2 2026: 430 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings.

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

  • Fortitude Family Office held 430 shares of Phreesia worth $4.42K as of Q2 2026.
  • Phreesia was a new Fortitude Family Office position in Q2 2026.
  • Phreesia made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1137 holding.
  • 32 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.