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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
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

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Allworth Financial's PHAT Position: Q1 2026 in Review

Allworth Financial increased its Phathom Pharmaceuticals (PHAT) stake by 0.86% in Q1 2026, buying an estimated $1.14K and bringing the position to 10,540 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Allworth Financial first reported a position in PHAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $409K in Q3 2024. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Allworth Financial held 10,540 shares of Phathom Pharmaceuticals worth $117K as of Q1 2026.
  • Allworth Financial bought 90 Phathom Pharmaceuticals shares in Q1 2026, an estimated $1.14K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1743 holding.
  • Allworth Financial first reported a position in Phathom Pharmaceuticals in Q3 2022 and has held it in 15 quarters since.
  • Allworth Financial's Phathom Pharmaceuticals position peaked at $409K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.