Creative Planning
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Creative Planning’s Phathom Pharmaceuticals PHAT Stock Holding History

Creative Planning’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 		$572K Sell
52,750
-17,443
-25% -$199K ﹤0.01% 3094
2026
Q1 		$780K Sell
70,193
-10,573
-13% -$134K ﹤0.01% 2665
2025
Q4 		$1.34M Buy
80,766
+2,708
+3% +$38.7K ﹤0.01% 2053
2025
Q3 		$919K Buy
78,058
+20,794
+36% +$215K ﹤0.01% 2189
2025
Q2 		$549K Sell
57,264
-2,673
-4% -$14.8K ﹤0.01% 2388
2025
Q1 		$376K Buy
59,937
+36,694
+158% +$223K ﹤0.01% 2560
2024
Q4 		$189K Sell
23,243
-10,641
-31% -$132K ﹤0.01% 2988
2024
Q3 		$613K Buy
33,884
+6,933
+26% +$96.9K ﹤0.01% 1928
2024
Q2 		$278K Sell
26,951
-5,151
-16% -$53.1K ﹤0.01% 2418
2024
Q1 		$341K Buy
32,102
+10,750
+50% +$91.3K ﹤0.01% 2147
2023
Q4 		$195K Buy
21,352
+877
+4% +$7.56K ﹤0.01% 2446
2023
Q3 		$212K Hold
20,475
– – ﹤0.01% 2194
2023
Q2 		$293K Buy
20,475
+475
+2% +$5.48K ﹤0.01% 1928
2023
Q1 		$143K Buy
+20,000
New +$176K ﹤0.01% 2195

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

Creative Planning's PHAT Position: Q2 2026 in Review

Creative Planning reduced its Phathom Pharmaceuticals (PHAT) stake by 25% in Q2 2026, selling an estimated $199K and leaving 52,750 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Creative Planning first reported a position in PHAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Creative Planning held 52,750 shares of Phathom Pharmaceuticals worth $572K as of Q2 2026.
  • Creative Planning sold 17,443 Phathom Pharmaceuticals shares in Q2 2026, an estimated $199K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3094 holding.
  • Creative Planning first reported a position in Phathom Pharmaceuticals in Q1 2023 and has held it in 14 quarters since.
  • Creative Planning's Phathom Pharmaceuticals position peaked at $1.34M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.