Morgan Stanley
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Morgan Stanley’s Phathom Pharmaceuticals PHAT Stock Holding History

Morgan Stanley’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
Q1 		$852K Sell
76,681
-41,100
-35% -$519K ﹤0.01% 5230
2025
Q4 		$1.95M Sell
117,781
-137,792
-54% -$1.97M ﹤0.01% 4828
2025
Q3 		$3.01M Buy
255,573
+100,645
+65% +$1.04M ﹤0.01% 4527
2025
Q2 		$1.49M Sell
154,928
-976,104
-86% -$5.4M ﹤0.01% 4891
2025
Q1 		$7.09M Buy
1,131,032
+164,632
+17% +$1,000K ﹤0.01% 3622
2024
Q4 		$7.85M Buy
966,400
+526,910
+120% +$6.53M ﹤0.01% 3606
2024
Q3 		$7.95M Sell
439,490
-323,107
-42% -$4.52M ﹤0.01% 3609
2024
Q2 		$7.85M Buy
762,597
+525,437
+222% +$5.41M ﹤0.01% 3506
2024
Q1 		$2.52M Sell
237,160
-11,942
-5% -$101K ﹤0.01% 4430
2023
Q4 		$2.27M Buy
249,102
+170,858
+218% +$1.47M ﹤0.01% 4856
2023
Q3 		$811K Buy
78,244
+5,862
+8% +$80.4K ﹤0.01% 4917
2023
Q2 		$1.04M Sell
72,382
-21,316
-23% -$246K ﹤0.01% 4804
2023
Q1 		$669K Buy
93,698
+24,510
+35% +$215K ﹤0.01% 5087
2022
Q4 		$776K Sell
69,188
-23,242
-25% -$240K ﹤0.01% 5007
2022
Q3 		$1.02M Sell
92,430
-16,432
-15% -$157K ﹤0.01% 4860
2022
Q2 		$919K Buy
108,862
+24,262
+29% +$249K ﹤0.01% 5066
2022
Q1 		$1.15M Sell
84,600
-54,568
-39% -$882K ﹤0.01% 4892
2021
Q4 		$2.74M Buy
139,168
+112,435
+421% +$2.65M ﹤0.01% 4320
2021
Q3 		$857K Buy
26,733
+241
+0.9% +$8.01K ﹤0.01% 5148
2021
Q2 		$896K Buy
26,492
+26,433
+44,802% +$947K ﹤0.01% 5142
2021
Q1 		$2K Sell
59
-7,874
-99% -$329K ﹤0.01% 7278
2020
Q4 		$264K Buy
7,933
+6,838
+624% +$277K ﹤0.01% 5444
2020
Q3 		$40K Sell
1,095
-2,237
-67% -$77.5K ﹤0.01% 5803
2020
Q2 		$110K Buy
3,332
+2,500
+300% +$96.1K ﹤0.01% 5359
2020
Q1 		$21K Sell
832
-13,609
-94% -$455K ﹤0.01% 5795
2019
Q4 		$450K Buy
+14,441
New +$363K ﹤0.01% 4984

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Morgan Stanley's PHAT Position: Q1 2026 in Review

Morgan Stanley reduced its Phathom Pharmaceuticals (PHAT) stake by 35% in Q1 2026, selling an estimated $519K and leaving 76,681 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

Morgan Stanley first reported a position in PHAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.95M in Q3 2024. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Morgan Stanley held 76,681 shares of Phathom Pharmaceuticals worth $852K as of Q1 2026.
  • Morgan Stanley sold 41,100 Phathom Pharmaceuticals shares in Q1 2026, an estimated $519K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5230 holding.
  • Morgan Stanley first reported a position in Phathom Pharmaceuticals in Q4 2019 and has held it in 26 quarters since.
  • Morgan Stanley's Phathom Pharmaceuticals position peaked at $7.95M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.