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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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 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

Hennion & Walsh Asset Management's PHAT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Phathom Pharmaceuticals (PHAT) stake by 124% in Q2 2026, buying an estimated $2.07M and bringing the position to 327,278 shares worth $3.55M. The position accounts for 0.1% of the portfolio, ranked #250.

Hennion & Walsh Asset Management first reported a position in PHAT in Q4 2021 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Hennion & Walsh Asset Management held 327,278 shares of Phathom Pharmaceuticals worth $3.55M as of Q2 2026.
Hennion & Walsh Asset Management bought 181,346 Phathom Pharmaceuticals shares in Q2 2026, an estimated $2.07M.
Phathom Pharmaceuticals made up 0.1% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #250 holding.
Hennion & Walsh Asset Management first reported a position in Phathom Pharmaceuticals in Q4 2021 and has held it in 11 quarters since.
162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.