Commonwealth Equity Services
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Commonwealth Equity Services’s Phathom Pharmaceuticals PHAT Stock Holding History

Commonwealth Equity Services’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 		$245K Sell
22,535
-9,695
-30% -$111K ﹤0.01% 3957
2026
Q1 		$358K Buy
32,230
+1,290
+4% +$16.3K ﹤0.01% 3518
2025
Q4 		$513K Buy
30,940
+324
+1% +$4.63K ﹤0.01% 3163
2025
Q3 		$360K Sell
30,616
-940
-3% -$9.7K ﹤0.01% 3481
2025
Q2 		$303K Sell
31,556
-20,875
-40% -$116K ﹤0.01% 3568
2025
Q1 		$329K Buy
52,431
+1,659
+3% +$10.1K ﹤0.01% 3417
2024
Q4 		$412K Buy
50,772
+40,362
+388% +$500K ﹤0.01% 3134
2024
Q3 		$188K Sell
10,410
-1,186
-10% -$16.6K ﹤0.01% 3729
2024
Q2 		$119K Buy
+11,596
New +$119K ﹤0.01% 3779

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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
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

Commonwealth Equity Services's PHAT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Phathom Pharmaceuticals (PHAT) stake by 30% in Q2 2026, selling an estimated $111K and leaving 22,535 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

Commonwealth Equity Services first reported a position in PHAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $513K in Q4 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Commonwealth Equity Services held 22,535 shares of Phathom Pharmaceuticals worth $245K as of Q2 2026.
  • Commonwealth Equity Services sold 9,695 Phathom Pharmaceuticals shares in Q2 2026, an estimated $111K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3957 holding.
  • Commonwealth Equity Services first reported a position in Phathom Pharmaceuticals in Q2 2024 and has held it in 9 quarters since.
  • Commonwealth Equity Services's Phathom Pharmaceuticals position peaked at $513K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.