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 Q3	$145K	Hold	19,914	–	–	0.02%	183
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Inspirion Wealth Advisors's PHAT Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Phathom Pharmaceuticals (PHAT) position steady in Q3 2026 at 19,914 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #183.

Inspirion Wealth Advisors first reported a position in PHAT in Q2 2022 and has held it in 18 quarters since. The position peaked at $662K in Q3 2025. 9 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

Inspirion Wealth Advisors held 19,914 shares of Phathom Pharmaceuticals worth $145K as of Q3 2026.
Inspirion Wealth Advisors left its Phathom Pharmaceuticals share count unchanged in Q3 2026.
Phathom Pharmaceuticals made up 0.02% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #183 holding.
Inspirion Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q2 2022 and has held it in 18 quarters since.
Inspirion Wealth Advisors's Phathom Pharmaceuticals position peaked at $662K in Q3 2025.
9 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.