Hennion & Walsh Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Hennion & Walsh Asset Management’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	$3.55M	Buy	327,278 +181,346	+124%	+$2.07M	0.1%	250
2026 Q1	$1.62M	Buy	145,932 +30,951	+27%	+$391K	0.05%	394
2025 Q4	$1.91M	Buy	+114,981	New	+$1.64M	0.07%	359
2023 Q4	–	Sell	-48,987	Closed	-$508K	–	858
2023 Q3	$508K	Sell	48,987 -9,671	-16%	-$133K	0.03%	512
2023 Q2	$840K	Buy	58,658 +616	+1%	+$7.1K	0.05%	405
2023 Q1	$414K	Sell	58,042 -1,364	-2%	-$12K	0.03%	554
2022 Q4	$667K	Buy	59,406 +4,735	+9%	+$48.8K	0.04%	431
2022 Q3	$606K	Sell	54,671 -1,833	-3%	-$17.5K	0.04%	438
2022 Q2	$477K	Buy	56,504 +5,452	+11%	+$56.1K	0.03%	493
2022 Q1	$695K	Buy	51,052 +20,158	+65%	+$326K	0.04%	437
2021 Q4	$608K	Buy	+30,894	New	+$727K	0.03%	495

Other funds holding PHAT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return