Position in PHR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,023,093
+$664,119 QoQ
Shares Held
99,426
+132.1% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 224 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $35,411,214 across 22 Health Information Services names. PHR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
84,783 | $15,046,439 | |
| 2 | TXG |
10x Genomics, Inc.
|
159,113 | $6,100,392 | |
| 3 | HTFL |
Heartflow, Inc.
|
167,206 | $4,905,824 | |
| 4 | HQY |
Healthequity, Inc.
|
33,843 | $3,056,699 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
99,426 | $1,023,093 | |
| 6 | SDGR |
Schrodinger, Inc.
|
54,404 | $884,065 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
96,104 | $814,961 | |
| 8 | TEM |
Tempus AI, Inc.
|
11,791 | $683,052 |
All Filings in PHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,093 | 99,426 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $358,974 | 42,837 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||