MassMutual Private Wealth & Trust’s Phathom Pharmaceuticals PHAT Stock Holding History

MassMutual Private Wealth & Trust’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	$4.63K	Sell	427 -32	-7%	-$365	﹤0.01%	1715
2026 Q1	$5.1K	Buy	459 +139	+43%	+$1.76K	﹤0.01%	1670
2025 Q4	$5.31K	Buy	320 +33	+11%	+$471	﹤0.01%	1654
2025 Q3	$3.38K	Buy	+287	New	+$2.96K	﹤0.01%	1821
2023 Q1	–	Sell	-160	Closed	-$2K	–	1871
2022 Q4	$2K	Buy	160 +132	+471%	+$1.36K	﹤0.01%	1311
2022 Q3	$0	Buy	+28	New	+$267	﹤0.01%	1762

Other funds holding PHAT

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's PHAT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Phathom Pharmaceuticals (PHAT) stake by 7% in Q2 2026, selling an estimated $365 and leaving 427 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

MassMutual Private Wealth & Trust first reported a position in PHAT in Q3 2022 and has held it in 6 quarters since. The position peaked at $5.31K in Q4 2025. 12 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

MassMutual Private Wealth & Trust held 427 shares of Phathom Pharmaceuticals worth $4.63K as of Q2 2026.
MassMutual Private Wealth & Trust sold 32 Phathom Pharmaceuticals shares in Q2 2026, an estimated $365.
Phathom Pharmaceuticals made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1715 holding.
MassMutual Private Wealth & Trust first reported a position in Phathom Pharmaceuticals in Q3 2022 and has held it in 6 quarters since.
MassMutual Private Wealth & Trust's Phathom Pharmaceuticals position peaked at $5.31K in Q4 2025.
12 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.