Position in PHR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$358,974
New position
Shares Held
42,837
first reported quarter
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 3.8331349067395006.ToString("F0")%
Shared 0.ToString("F0")%
None 96.1668650932605.ToString("F0")%
Position in Health Information Services
Healthcare · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $25,899,137 across 16 Health Information Services names. PHR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
78,177 | $13,732,571 | |
| 2 | HTFL |
Heartflow, Inc.
|
133,991 | $3,260,001 | |
| 3 | TXG |
10x Genomics, Inc.
|
152,187 | $3,230,930 | |
| 4 | HQY |
Healthequity, Inc.
|
18,744 | $1,566,436 | |
| 5 | DOCS |
Doximity, Inc.
|
57,378 | $1,336,907 | |
| 6 | WAY |
Waystar Holding Corp.
|
34,403 | $829,456 | |
| 7 | TEM |
Tempus AI, Inc.
|
8,967 | $405,487 | |
| 8 | PHR |
Phreesia, Inc.
This page
|
42,837 | $358,974 |
All Filings in PHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,974 | 42,837 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||