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 Q3	$2.89K	Buy	396 +54	+16%	+$509	﹤0.01%	5260
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's PHAT Position: Q3 2026 in Review

Farther Finance Advisors increased its Phathom Pharmaceuticals (PHAT) stake by 16% in Q3 2026, buying an estimated $509 and bringing the position to 396 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #5260.

Farther Finance Advisors first reported a position in PHAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.67K in Q4 2025. 9 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

Farther Finance Advisors held 396 shares of Phathom Pharmaceuticals worth $2.89K as of Q3 2026.
Farther Finance Advisors bought 54 Phathom Pharmaceuticals shares in Q3 2026, an estimated $509.
Phathom Pharmaceuticals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5260 holding.
Farther Finance Advisors first reported a position in Phathom Pharmaceuticals in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Phathom Pharmaceuticals position peaked at $5.67K in Q4 2025.
9 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.