PWPS
PHR icon

Pinnacle Wealth Planning Services’s Phreesia PHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.1K Buy
2,534
+1,454
+135% +$13.5K ﹤0.01% 1658
2026
Q1 		$9.05K Buy
1,080
+168
+18% +$2.22K ﹤0.01% 2045
2025
Q4 		$15.4K Buy
+912
New +$18.8K ﹤0.01% 1834

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

Pinnacle Wealth Planning Services's PHR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Phreesia (PHR) stake by 135% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,534 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Pinnacle Wealth Planning Services first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,534 shares of Phreesia worth $26.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,454 Phreesia shares in Q2 2026, an estimated $13.5K.
  • Phreesia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1658 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.