Carson Wealth (CWM LLC)’s Phathom Pharmaceuticals PHAT Stock Holding History

Carson Wealth (CWM LLC)’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	$20.7K	Sell	1,864 -144	-7%	-$1.82K	﹤0.01%	4389
2025 Q4	$33K	Buy	2,008 +40	+2%	+$571	﹤0.01%	3894
2025 Q3	$23K	Sell	1,968 -125	-6%	-$1.29K	﹤0.01%	4042
2025 Q2	$20K	Sell	2,093 -5,291	-72%	-$29.3K	﹤0.01%	3919
2025 Q1	$46K	Buy	7,384 +7,349	+20,997%	+$44.6K	﹤0.01%	3051
2024 Q4	$0	Buy	35 +3	+9%	+$37	﹤0.01%	5095
2024 Q3	$1K	Buy	32 +24	+300%	+$335	﹤0.01%	4672
2024 Q2	$0	Buy	8 +4	+100%	+$41	﹤0.01%	4855
2024 Q1	$0	Buy	+4	New	+$34	﹤0.01%	4639
2022 Q2	–	Sell	-36	Closed	–	–	4027
2022 Q1	$0	Buy	+36	New	+$582	﹤0.01%	3789

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

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PHAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Phathom Pharmaceuticals (PHAT) stake by 7.2% in Q1 2026, selling an estimated $1.82K and leaving 1,864 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4389.

Carson Wealth (CWM LLC) first reported a position in PHAT in Q1 2022 and has held it in 10 quarters since. The position peaked at $46K in Q1 2025. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

Carson Wealth (CWM LLC) held 1,864 shares of Phathom Pharmaceuticals worth $20.7K as of Q1 2026.
Carson Wealth (CWM LLC) sold 144 Phathom Pharmaceuticals shares in Q1 2026, an estimated $1.82K.
Phathom Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4389 holding.
Carson Wealth (CWM LLC) first reported a position in Phathom Pharmaceuticals in Q1 2022 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Phathom Pharmaceuticals position peaked at $46K in Q1 2025.
174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.