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True Wealth Design’s Phreesia PHR Stock Holding History

True Wealth Design’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 		$8.29K Buy
806
+604
+299% +$5.61K ﹤0.01% 1131
2026
Q1 		$1.69K Buy
202
+159
+370% +$2.1K ﹤0.01% 1612
2025
Q4 		$728 Sell
43
-46
-52% -$949 ﹤0.01% 1831
2025
Q3 		$2.09K Hold
89
– – ﹤0.01% 1440
2025
Q2 		$2.53K Buy
89
+68
+324% +$1.73K ﹤0.01% 1082
2025
Q1 		$537 Buy
+21
New +$571 ﹤0.01% 1517

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

True Wealth Design's PHR Position: Q2 2026 in Review

True Wealth Design increased its Phreesia (PHR) stake by 299% in Q2 2026, buying an estimated $5.61K and bringing the position to 806 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

True Wealth Design first reported a position in PHR in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • True Wealth Design held 806 shares of Phreesia worth $8.29K as of Q2 2026.
  • True Wealth Design bought 604 Phreesia shares in Q2 2026, an estimated $5.61K.
  • Phreesia made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1131 holding.
  • True Wealth Design first reported a position in Phreesia in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.