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
Q2 		$2.17M Buy
199,909
+123,228
+161% +$1.41M ﹤0.01% 4816
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 Buy
237,160
+112,609
+90% +$956K ﹤0.01% 4430
2023
Q4 		$1.14M Buy
124,551
+46,307
+59% +$399K ﹤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 $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

Morgan Stanley's PHAT Position: Q2 2026 in Review

Morgan Stanley increased its Phathom Pharmaceuticals (PHAT) stake by 161% in Q2 2026, buying an estimated $1.41M and bringing the position to 199,909 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4816.

Morgan Stanley first reported a position in PHAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.95M in Q3 2024. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Morgan Stanley held 199,909 shares of Phathom Pharmaceuticals worth $2.17M as of Q2 2026.
  • Morgan Stanley bought 123,228 Phathom Pharmaceuticals shares in Q2 2026, an estimated $1.41M.
  • Phathom Pharmaceuticals made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4816 holding.
  • Morgan Stanley first reported a position in Phathom Pharmaceuticals in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Phathom Pharmaceuticals position peaked at $7.95M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.