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Meriwether Wealth & Planning’s Phathom Pharmaceuticals PHAT Stock Holding History

Meriwether Wealth & Planning’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 		$1.82K Buy
+250
New +$2.36K ﹤0.01% 662

Other funds holding PHAT

Wasatch Advisors
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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Meriwether Wealth & Planning's PHAT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Phathom Pharmaceuticals (PHAT) in Q3 2026: 250 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

9 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

  • Meriwether Wealth & Planning held 250 shares of Phathom Pharmaceuticals worth $1.82K as of Q3 2026.
  • Phathom Pharmaceuticals was a new Meriwether Wealth & Planning position in Q3 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #662 holding.
  • 9 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.