Wealth Enhancement Advisory Services’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
Other funds holding PHR
YIH
DT
NAM
SFA
GI
VCM
TWD
TSMHT
MPWT
LI
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.