CA
PHAT icon

Clearstead Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Clearstead Advisors’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 		$55 Buy
+5
New +$57 ﹤0.01% 3468

Other funds holding PHAT

MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CP
Catalys Pacific Tokyo, Japan $229M AUM 100.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's PHAT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Phathom Pharmaceuticals (PHAT) in Q2 2026: 5 shares worth $55. The stake represents ﹤0.01% of the portfolio and ranks #3468 among its holdings.

43 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Clearstead Advisors held 5 shares of Phathom Pharmaceuticals worth $55 as of Q2 2026.
  • Phathom Pharmaceuticals was a new Clearstead Advisors position in Q2 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3468 holding.
  • 43 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.