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

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Vanguard Capital Management
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
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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

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. 226 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.
  • 226 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.