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Integrated Wealth Concepts’s Phreesia PHR Stock Holding History

Integrated Wealth Concepts’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 		$145K Buy
14,129
+3,834
+37% +$35.6K ﹤0.01% 2275
2026
Q1 		$86.3K Buy
+10,295
New +$136K ﹤0.01% 2194

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

Integrated Wealth Concepts's PHR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Phreesia (PHR) stake by 37% in Q2 2026, buying an estimated $35.6K and bringing the position to 14,129 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Integrated Wealth Concepts first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Integrated Wealth Concepts held 14,129 shares of Phreesia worth $145K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,834 Phreesia shares in Q2 2026, an estimated $35.6K.
  • Phreesia made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2275 holding.
  • Integrated Wealth Concepts first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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