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Sequoia Financial Advisors’s Phreesia PHR Stock Holding History

Sequoia Financial 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 		$159K Buy
+15,432
New +$143K ﹤0.01% 2026

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sequoia Financial Advisors's PHR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Phreesia (PHR) in Q2 2026: 15,432 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

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

  • Sequoia Financial Advisors held 15,432 shares of Phreesia worth $159K as of Q2 2026.
  • Phreesia was a new Sequoia Financial Advisors position in Q2 2026.
  • Phreesia made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2026 holding.
  • 12 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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