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EverSource Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

EverSource Wealth 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 		– Sell
-12
Closed -$134 – 4515
2026
Q1 		$134 Buy
12
+7
+140% +$88 ﹤0.01% 4238
2025
Q4 		$83 Sell
5
-66
-93% -$943 ﹤0.01% 4124
2025
Q3 		$836 Sell
71
-8
-10% -$83 ﹤0.01% 3811
2025
Q2 		$758 Buy
79
+42
+114% +$232 ﹤0.01% 3798
2025
Q1 		$232 Buy
37
+16
+76% +$97 ﹤0.01% 3676
2024
Q4 		$171 Buy
+21
New +$260 ﹤0.01% 3461

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

EverSource Wealth Advisors's PHAT Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 12 shares — an estimated $134 sold.

EverSource Wealth Advisors first reported a position in PHAT in Q4 2024 and held it in 6 quarters. The position peaked at $836 in Q3 2025. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 12 Phathom Pharmaceuticals shares in Q2 2026, an estimated $134.
  • EverSource Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q4 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's Phathom Pharmaceuticals position peaked at $836 in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.