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Farther Finance Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Farther Finance 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 		$3.71K Sell
342
-7
-2% -$80 ﹤0.01% 4947
2026
Q1 		$3.89K Buy
349
+7
+2% +$88 ﹤0.01% 4614
2025
Q4 		$5.67K Hold
342
– – ﹤0.01% 4238
2025
Q3 		$4.03K Hold
342
– – ﹤0.01% 3854
2025
Q2 		$3.28K Sell
342
-341
-50% -$1.89K ﹤0.01% 3527
2025
Q1 		$3.5K Buy
683
+666
+3,918% +$4.04K ﹤0.01% 3194
2024
Q4 		$138 Sell
17
-10
-37% -$124 ﹤0.01% 3730
2024
Q3 		$488 Hold
27
– – ﹤0.01% 3437
2024
Q2 		$292 Buy
27
+10
+59% +$103 ﹤0.01% 3402
2024
Q1 		$180 Sell
17
-2
-11% -$17 ﹤0.01% 3293
2023
Q4 		$173 Buy
+19
New +$164 ﹤0.01% 3245

Other funds holding PHAT

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
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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Farther Finance Advisors's PHAT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Phathom Pharmaceuticals (PHAT) stake by 2% in Q2 2026, selling an estimated $80 and leaving 342 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4947.

Farther Finance Advisors first reported a position in PHAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.67K in Q4 2025. 16 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Farther Finance Advisors held 342 shares of Phathom Pharmaceuticals worth $3.71K as of Q2 2026.
  • Farther Finance Advisors sold 7 Phathom Pharmaceuticals shares in Q2 2026, an estimated $80.
  • Phathom Pharmaceuticals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4947 holding.
  • Farther Finance Advisors first reported a position in Phathom Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Phathom Pharmaceuticals position peaked at $5.67K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.