SWP
PHR icon

Strategic Wealth Partners’s Phreesia PHR Stock Holding History

Strategic Wealth Partners’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 		$7.2K Hold
700
– – ﹤0.01% 987
2026
Q1 		$5.87K Hold
700
– – ﹤0.01% 1006
2025
Q4 		$11.8K Hold
700
– – ﹤0.01% 842
2025
Q3 		$16.5K Hold
700
– – ﹤0.01% 781
2025
Q2 		$19.9K Buy
+700
New +$17.8K ﹤0.01% 649

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

Strategic Wealth Partners's PHR Position: Q2 2026 in Review

Strategic Wealth Partners held its Phreesia (PHR) position steady in Q2 2026 at 700 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Strategic Wealth Partners first reported a position in PHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.9K in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Strategic Wealth Partners held 700 shares of Phreesia worth $7.2K as of Q2 2026.
  • Strategic Wealth Partners left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #987 holding.
  • Strategic Wealth Partners first reported a position in Phreesia in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Phreesia position peaked at $19.9K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.