Pinnacle Wealth Planning Services
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
Q3 		$13.9K Sell
1,349
-1,185
-47% -$13K ﹤0.01% 1944
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
N10 Wealth
N10 Wealth Greenwich, Connecticut $348M AUM

Pinnacle Wealth Planning Services's PHR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Phreesia (PHR) stake by 47% in Q3 2026, selling an estimated $13K and leaving 1,349 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Pinnacle Wealth Planning Services first reported a position in PHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.1K in Q2 2026. 32 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,349 shares of Phreesia worth $13.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,185 Phreesia shares in Q3 2026, an estimated $13K.
  • Phreesia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1944 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phreesia in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Phreesia position peaked at $26.1K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.