Position in PHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,090,275
+$292,273 QoQ
Shares Held
105,955
+11.3% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 226 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $56,868,590 across 24 Health Information Services names. PHR ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
110,043 | $19,529,330 | |
| 2 | HSTM |
Healthstream Inc
|
285,852 | $7,789,466 | |
| 3 | HQY |
Healthequity, Inc.
|
79,363 | $7,168,065 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
51,960 | $3,623,689 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
108,033 | $2,779,688 | |
| 6 | DOCS |
Doximity, Inc.
|
119,957 | $2,487,907 | |
| 7 | EVH |
Evolent Health, Inc.
|
330,017 | $1,788,692 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
188,081 | $1,594,926 |
All Filings in PHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,275 | 105,955 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $798,002 | 95,227 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $217,983 | 9,268 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $236,736 | 9,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,811 | 72 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||