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Integrated Wealth Concepts’s Phathom Pharmaceuticals PHAT Stock Holding History

Integrated Wealth Concepts’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 		$43 Buy
+4
New +$46 ﹤0.01% 5854

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

Integrated Wealth Concepts's PHAT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Phathom Pharmaceuticals (PHAT) in Q2 2026: 4 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #5854 among its holdings.

162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Integrated Wealth Concepts held 4 shares of Phathom Pharmaceuticals worth $43 as of Q2 2026.
  • Phathom Pharmaceuticals was a new Integrated Wealth Concepts position in Q2 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5854 holding.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.