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Wealth Enhancement Trust Services’s Phreesia PHR Stock Holding History

Wealth Enhancement Trust 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 		$1.91K Buy
+186
New +$1.73K ﹤0.01% 1012

Other funds holding PHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Phreesia (PHR) in Q2 2026: 186 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

134 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Wealth Enhancement Trust Services held 186 shares of Phreesia worth $1.91K as of Q2 2026.
  • Phreesia was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Phreesia made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1012 holding.
  • 134 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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