Strategic Wealth Partners, Ltd.

Position in PHR — Phreesia, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in PHR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,203

+$1,337 QoQ

Shares Held

700

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#197

of 224 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $33,452 across 5 Health Information Services names. PHR ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	74	$13,132
2	TEM	Tempus AI, Inc.	188	$10,890
3	PHR	Phreesia, Inc. This page	700	$7,203
4	DOCS	Doximity, Inc.	107	$2,219
5	GDRX	GoodRx Holdings, Inc.	3	$8

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,203	700	0.0%	Shares	Sole	2026-08-12
2026-03-31	$5,866	700	0.0%	Shares	Sole	2026-05-12
2025-12-31	$11,844	700	0.0%	Shares	Sole	2026-05-12
2025-09-30	$16,464	700	0.0%	Shares	Sole	2025-11-14
2025-06-30	$19,922	700	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.