Elevation Wealth Partners’s Phathom Pharmaceuticals PHAT Stock Holding History

Elevation Wealth Partners’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	$217	Hold	20	–	–	﹤0.01%	1287
2026 Q1	$223	Hold	20	–	–	﹤0.01%	1061
2025 Q4	$332	Hold	20	–	–	﹤0.01%	925
2025 Q3	$236	Hold	20	–	–	﹤0.01%	851
2025 Q2	$192	Hold	20	–	–	﹤0.01%	459
2025 Q1	$126	Hold	20	–	–	﹤0.01%	466
2024 Q4	$163	Hold	20	–	–	﹤0.01%	469
2024 Q3	$362	Hold	20	–	–	﹤0.01%	445
2024 Q2	$206	Hold	20	–	–	﹤0.01%	478
2024 Q1	$213	Hold	20	–	–	﹤0.01%	447
2023 Q4	$208	Hold	20	–	–	﹤0.01%	418
2023 Q3	$208	Buy	+20	New	+$274	﹤0.01%	317

Other funds holding PHAT

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's PHAT Position: Q2 2026 in Review

Elevation Wealth Partners held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 20 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Elevation Wealth Partners first reported a position in PHAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $362 in Q3 2024. 19 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Elevation Wealth Partners held 20 shares of Phathom Pharmaceuticals worth $217 as of Q2 2026.
Elevation Wealth Partners left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
Phathom Pharmaceuticals made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1287 holding.
Elevation Wealth Partners first reported a position in Phathom Pharmaceuticals in Q3 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Phathom Pharmaceuticals position peaked at $362 in Q3 2024.
19 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.