Carson Wealth (CWM LLC)
PHAT icon

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

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