Private Wealth Management Group’s Phreesia PHR Stock Holding History

Private Wealth Management 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	$2.29K	Buy	+222	New	+$2.06K	﹤0.01%	1116

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

Private Wealth Management Group's PHR Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Phreesia (PHR) in Q2 2026: 222 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Private Wealth Management Group held 222 shares of Phreesia worth $2.29K as of Q2 2026.
Phreesia was a new Private Wealth Management Group position in Q2 2026.
Phreesia made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1116 holding.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.