Position in PHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$145,387
+$59,115 QoQ
Shares Held
14,129
+37.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 223 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $4,145,402 across 33 Health Information Services names. PHR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
14,969 | $1,352,000 | |
| 2 | TXG |
10x Genomics, Inc.
|
21,645 | $829,869 | |
| 3 | VEEV |
Veeva Systems Inc
|
3,560 | $631,793 | |
| 4 | DOCS |
Doximity, Inc.
|
12,019 | $249,274 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
14,129 | $145,387 | |
| 6 | TEM |
Tempus AI, Inc.
|
2,508 | $145,288 | |
| 7 | SDGR |
Schrodinger, Inc.
|
6,258 | $101,692 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
1,088 | $75,877 |
All Filings in PHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,387 | 14,129 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $86,272 | 10,295 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||