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IFP Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

IFP 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 		– Sell
-1
Closed -$11 – 5253
2026
Q1 		$11 Hold
1
– – ﹤0.01% 4962
2025
Q4 		$17 Buy
+1
New +$14 ﹤0.01% 4815
2025
Q3 		– Sell
-11
Closed -$105 – 4906
2025
Q2 		$105 Buy
11
+9
+450% +$50 ﹤0.01% 4728
2025
Q1 		$13 Hold
2
– – ﹤0.01% 4211
2024
Q4 		$16 Buy
+2
New +$25 ﹤0.01% 4486
2023
Q1 		– Sell
-6
Closed -$1K – 4156
2022
Q4 		$1K Sell
6
-56
-90% -$577 ﹤0.01% 4437
2022
Q3 		$2K Buy
62
+6
+11% +$57 ﹤0.01% 4390
2022
Q2 		$1K Hold
56
– – ﹤0.01% 4413
2022
Q1 		$1K Buy
+56
New +$905 ﹤0.01% 4411

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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
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

IFP Advisors's PHAT Position: Q2 2026 in Review

IFP Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

IFP Advisors first reported a position in PHAT in Q1 2022 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • IFP Advisors reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 1 Phathom Pharmaceuticals share in Q2 2026, an estimated $11.
  • IFP Advisors first reported a position in Phathom Pharmaceuticals in Q1 2022 and held it in 9 quarters.
  • IFP Advisors's Phathom Pharmaceuticals position peaked at $2K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.