MPWT
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MassMutual Private Wealth & Trust’s Phreesia PHR Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.13K Buy
110
+104
+1,733% +$966 ﹤0.01% 2142
2026
Q1 		$50 Buy
+6
New +$79 ﹤0.01% 2373
2022
Q3 		– Sell
-9
Closed – – 1763
2022
Q2 		$0 Buy
+9
New +$198 ﹤0.01% 1664

Other funds holding PHR

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's PHR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Phreesia (PHR) stake by 1,733% in Q2 2026, buying an estimated $966 and bringing the position to 110 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

MassMutual Private Wealth & Trust first reported a position in PHR in Q2 2022 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 110 shares of Phreesia worth $1.13K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 104 Phreesia shares in Q2 2026, an estimated $966.
  • Phreesia made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2142 holding.
  • MassMutual Private Wealth & Trust first reported a position in Phreesia in Q2 2022 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.