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 Q3	$2.86M	Buy	392,392 +65,114	+20%	+$614K	0.08%	288
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 $13.5B AUM 16.58% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Hennion & Walsh Asset Management's PHAT Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Phathom Pharmaceuticals (PHAT) stake by 20% in Q3 2026, buying an estimated $614K and bringing the position to 392,392 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #288.

Hennion & Walsh Asset Management first reported a position in PHAT in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.55M in Q2 2026. 11 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

Hennion & Walsh Asset Management held 392,392 shares of Phathom Pharmaceuticals worth $2.86M as of Q3 2026.
Hennion & Walsh Asset Management bought 65,114 Phathom Pharmaceuticals shares in Q3 2026, an estimated $614K.
Phathom Pharmaceuticals made up 0.08% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #288 holding.
Hennion & Walsh Asset Management first reported a position in Phathom Pharmaceuticals in Q4 2021 and has held it in 12 quarters since.
Hennion & Walsh Asset Management's Phathom Pharmaceuticals position peaked at $3.55M in Q2 2026.
11 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.