True Wealth Design
PHR icon

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
Q3 		$7.1K Sell
687
-119
-15% -$1.31K ﹤0.01% 1206
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

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's PHR Position: Q3 2026 in Review

True Wealth Design reduced its Phreesia (PHR) stake by 15% in Q3 2026, selling an estimated $1.31K and leaving 687 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

True Wealth Design first reported a position in PHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.29K in Q2 2026. 24 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • True Wealth Design held 687 shares of Phreesia worth $7.1K as of Q3 2026.
  • True Wealth Design sold 119 Phreesia shares in Q3 2026, an estimated $1.31K.
  • Phreesia made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1206 holding.
  • True Wealth Design first reported a position in Phreesia in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Phreesia position peaked at $8.29K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.