Ameriprise’s Phathom Pharmaceuticals PHAT Stock Holding History

Ameriprise’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	$3.19M	Buy	293,979 +39,760	+16%	+$454K	﹤0.01%	2834
2026 Q1	$2.82M	Buy	254,219 +68,475	+37%	+$865K	﹤0.01%	2789
2025 Q4	$3.08M	Sell	185,744 -368,846	-67%	-$5.27M	﹤0.01%	2768
2025 Q3	$6.53M	Buy	554,590 +373,739	+207%	+$3.86M	﹤0.01%	2228
2025 Q2	$1.73M	Buy	+180,851	New	+$1M	﹤0.01%	3017
2024 Q1	–	Sell	-82,244	Closed	-$751K	–	3937
2023 Q4	$751K	Buy	82,244 +70,842	+621%	+$610K	﹤0.01%	3302
2023 Q3	$118K	Buy	+11,402	New	+$156K	﹤0.01%	3780

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 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

GKIM

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

Ameriprise's PHAT Position: Q2 2026 in Review

Ameriprise increased its Phathom Pharmaceuticals (PHAT) stake by 16% in Q2 2026, buying an estimated $454K and bringing the position to 293,979 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Ameriprise first reported a position in PHAT in Q3 2023 and has held it in 7 quarters since. The position peaked at $6.53M in Q3 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Ameriprise held 293,979 shares of Phathom Pharmaceuticals worth $3.19M as of Q2 2026.
Ameriprise bought 39,760 Phathom Pharmaceuticals shares in Q2 2026, an estimated $454K.
Phathom Pharmaceuticals made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2834 holding.
Ameriprise first reported a position in Phathom Pharmaceuticals in Q3 2023 and has held it in 7 quarters since.
Ameriprise's Phathom Pharmaceuticals position peaked at $6.53M in Q3 2025.
162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.