Physician Wealth Advisors’s Phreesia PHR Stock Holding History

Physician 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	–	Sell	-154	Closed	-$1.29K	–	2423
2026 Q1	$1.29K	Buy	+154	New	+$2.04K	﹤0.01%	1542

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Phreesia (PHR) in Q2 2026, closing a stake of 154 shares — an estimated $1.29K sold.

Physician Wealth Advisors first reported a position in PHR in Q1 2026 and held it in 1 quarter. The position peaked at $1.29K in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Physician Wealth Advisors reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 154 Phreesia shares in Q2 2026, an estimated $1.29K.
Physician Wealth Advisors first reported a position in Phreesia in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Phreesia position peaked at $1.29K in Q1 2026.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.