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Algert Global’s Phathom Pharmaceuticals PHAT Stock Holding History

Algert Global’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,420
Closed -$438K – 1374
2026
Q1 		$438K Buy
+39,420
New +$498K 0.01% 978
2024
Q1 		– Sell
-14,920
Closed -$136K – 1219
2023
Q4 		$136K Sell
14,920
-76,900
-84% -$663K 0.01% 1050
2023
Q3 		$952K Buy
+91,820
New +$1.26M 0.04% 577

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Algert Global's PHAT Position: Q2 2026 in Review

Algert Global sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 39,420 shares — an estimated $438K sold.

Algert Global first reported a position in PHAT in Q3 2023 and held it in 3 quarters. The position peaked at $952K in Q3 2023. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Algert Global reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Algert Global sold 39,420 Phathom Pharmaceuticals shares in Q2 2026, an estimated $438K.
  • Algert Global first reported a position in Phathom Pharmaceuticals in Q3 2023 and held it in 3 quarters.
  • Algert Global's Phathom Pharmaceuticals position peaked at $952K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.