MFG
PHR icon

Merit Financial Group’s Phreesia PHR Stock Holding History

Merit Financial Group’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 		$218K Buy
21,192
+9,598
+83% +$89.1K ﹤0.01% 2053
2026
Q1 		$97.2K Buy
+11,594
New +$153K ﹤0.01% 2012

Other funds holding PHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Merit Financial Group's PHR Position: Q2 2026 in Review

Merit Financial Group increased its Phreesia (PHR) stake by 83% in Q2 2026, buying an estimated $89.1K and bringing the position to 21,192 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Merit Financial Group first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Merit Financial Group held 21,192 shares of Phreesia worth $218K as of Q2 2026.
  • Merit Financial Group bought 9,598 Phreesia shares in Q2 2026, an estimated $89.1K.
  • Phreesia made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2053 holding.
  • Merit Financial Group first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.