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Inspirion Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Inspirion Wealth 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 		$210K Hold
19,914
– – 0.02% 177
2026
Q1 		$221K Buy
19,914
+100
+0.5% +$1.26K 0.03% 156
2025
Q4 		$329K Sell
19,814
-16,820
-46% -$240K 0.04% 129
2025
Q3 		$662K Buy
36,634
+16,820
+85% +$174K 0.09% 85
2025
Q2 		$190K Sell
19,814
-50
-0.3% -$277 0.03% 151
2025
Q1 		$125K Sell
19,864
-100
-0.5% -$607 0.02% 152
2024
Q4 		$144K Sell
19,964
-16,670
-46% -$206K 0.02% 146
2024
Q3 		$662K Hold
36,634
– – 0.09% 85
2024
Q2 		$377K Buy
36,634
+1,500
+4% +$15.4K 0.06% 103
2024
Q1 		$373K Hold
35,134
– – 0.06% 106
2023
Q4 		$322K Buy
35,134
+5,000
+17% +$43.1K 0.06% 106
2023
Q3 		$312K Hold
30,134
– – 0.06% 105
2023
Q2 		$432K Buy
30,134
+6,885
+30% +$79.4K 0.08% 92
2023
Q1 		$166K Sell
23,249
-20
-0.1% -$176 0.03% 138
2022
Q4 		$261K Hold
23,269
– – 0.06% 109
2022
Q3 		$258K Hold
23,269
– – 0.06% 103
2022
Q2 		$196K Buy
+23,269
New +$239K 0.04% 116

Other funds holding PHAT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFWA
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Inspirion Wealth Advisors's PHAT Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 19,914 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #177.

Inspirion Wealth Advisors first reported a position in PHAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $662K in Q3 2025. 16 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Inspirion Wealth Advisors held 19,914 shares of Phathom Pharmaceuticals worth $210K as of Q2 2026.
  • Inspirion Wealth Advisors left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
  • Phathom Pharmaceuticals made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Inspirion Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q2 2022 and has held it in 17 quarters since.
  • Inspirion Wealth Advisors's Phathom Pharmaceuticals position peaked at $662K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.