Wealth Enhancement Advisory Services
PHR icon

Wealth Enhancement Advisory Services’s Phreesia PHR Stock Holding History

Wealth Enhancement Advisory Services’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 		$894K Buy
99,426
+56,589
+132% +$525K ﹤0.01% 2157
2026
Q1 		$359K Buy
+42,837
New +$567K ﹤0.01% 2612

Other funds holding PHR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's PHR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Phreesia (PHR) stake by 132% in Q2 2026, buying an estimated $525K and bringing the position to 99,426 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Wealth Enhancement Advisory Services first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 99,426 shares of Phreesia worth $894K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 56,589 Phreesia shares in Q2 2026, an estimated $525K.
  • Phreesia made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2157 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.