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Larson Financial Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Larson Financial Group’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 		$7.94K Sell
732
-1,035
-59% -$11.8K ﹤0.01% 2542
2026
Q1 		$19.6K Buy
1,767
+1,120
+173% +$14.1K ﹤0.01% 1860
2025
Q4 		$10.7K Hold
647
– – ﹤0.01% 2083
2025
Q3 		$7.62K Hold
647
– – ﹤0.01% 2162
2025
Q2 		$6.21K Hold
647
– – ﹤0.01% 2007
2025
Q1 		$4.06K Sell
647
-150
-19% -$911 ﹤0.01% 1940
2024
Q4 		$6.47K Buy
797
+150
+23% +$1.86K ﹤0.01% 1601
2024
Q3 		$11.7K Buy
+647
New +$9.04K ﹤0.01% 1418

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

Larson Financial Group's PHAT Position: Q2 2026 in Review

Larson Financial Group reduced its Phathom Pharmaceuticals (PHAT) stake by 59% in Q2 2026, selling an estimated $11.8K and leaving 732 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Larson Financial Group first reported a position in PHAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.6K in Q1 2026. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Larson Financial Group held 732 shares of Phathom Pharmaceuticals worth $7.94K as of Q2 2026.
  • Larson Financial Group sold 1,035 Phathom Pharmaceuticals shares in Q2 2026, an estimated $11.8K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2542 holding.
  • Larson Financial Group first reported a position in Phathom Pharmaceuticals in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Phathom Pharmaceuticals position peaked at $19.6K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.