KPWS
PHAT icon

Kestra Private Wealth Services’s Phathom Pharmaceuticals PHAT Stock Holding History

Kestra Private Wealth Services’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
2025
Q4 		– Sell
-15,500
Closed -$182K – 1788
2025
Q3 		$182K Hold
15,500
– – ﹤0.01% 1566
2025
Q2 		$149K Hold
15,500
– – ﹤0.01% 1532
2025
Q1 		$97.2K Hold
15,500
– – ﹤0.01% 1452
2024
Q4 		$126K Buy
15,500
+5,500
+55% +$68.1K ﹤0.01% 1356
2024
Q3 		$181K Hold
10,000
– – ﹤0.01% 1281
2024
Q2 		$103K Hold
10,000
– – ﹤0.01% 1285
2024
Q1 		$106K Buy
+10,000
New +$84.9K ﹤0.01% 1236

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Kestra Private Wealth Services's PHAT Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Phathom Pharmaceuticals (PHAT) in Q4 2025, closing a stake of 15,500 shares — an estimated $182K sold.

Kestra Private Wealth Services first reported a position in PHAT in Q1 2024 and held it in 7 quarters. The position peaked at $182K in Q3 2025. 172 funds tracked by Wall St. Rank hold PHAT as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Phathom Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,500 Phathom Pharmaceuticals shares in Q4 2025, an estimated $182K.
  • Kestra Private Wealth Services first reported a position in Phathom Pharmaceuticals in Q1 2024 and held it in 7 quarters.
  • Kestra Private Wealth Services's Phathom Pharmaceuticals position peaked at $182K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.