Allworth Financial’s Phathom Pharmaceuticals PHAT Stock Holding History

Allworth Financial’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	$113K	Sell	10,443 -97	-0.9%	-$1.11K	﹤0.01%	1864
2026 Q1	$117K	Buy	10,540 +90	+0.9%	+$1.14K	﹤0.01%	1743
2025 Q4	$173K	Sell	10,450 -9,998	-49%	-$143K	﹤0.01%	1413
2025 Q3	$241K	Hold	20,448	–	–	﹤0.01%	1205
2025 Q2	$196K	Sell	20,448 -30	-0.1%	-$166	﹤0.01%	1186
2025 Q1	$84.4K	Buy	20,478 +30	+0.1%	+$182	﹤0.01%	1316
2024 Q4	$143K	Sell	20,448 -2,146	-9%	-$26.6K	﹤0.01%	1092
2024 Q3	$409K	Buy	22,594 +14	+0.1%	+$196	﹤0.01%	631
2024 Q2	$247K	Hold	22,580	–	–	﹤0.01%	748
2024 Q1	$240K	Hold	22,580	–	–	﹤0.01%	722
2023 Q4	$206K	Buy	22,580 +3,000	+15%	+$25.8K	﹤0.01%	722
2023 Q3	$203K	Hold	19,580	–	–	﹤0.01%	676
2023 Q2	$280K	Hold	19,580	–	–	﹤0.01%	619
2023 Q1	$140K	Buy	19,580 +2,388	+14%	+$21K	﹤0.01%	746
2022 Q4	$193K	Buy	17,192 +2,816	+20%	+$29K	﹤0.01%	640
2022 Q3	$159K	Buy	+14,376	New	+$137K	﹤0.01%	647

Other funds holding PHAT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Allworth Financial's PHAT Position: Q2 2026 in Review

Allworth Financial reduced its Phathom Pharmaceuticals (PHAT) stake by 0.92% in Q2 2026, selling an estimated $1.11K and leaving 10,443 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Allworth Financial first reported a position in PHAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $409K in Q3 2024. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Allworth Financial held 10,443 shares of Phathom Pharmaceuticals worth $113K as of Q2 2026.
Allworth Financial sold 97 Phathom Pharmaceuticals shares in Q2 2026, an estimated $1.11K.
Phathom Pharmaceuticals made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1864 holding.
Allworth Financial first reported a position in Phathom Pharmaceuticals in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's Phathom Pharmaceuticals position peaked at $409K in Q3 2024.
161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.