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NewEdge Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

NewEdge Advisors’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 		$2.21M Buy
203,962
+20,962
+11% +$239K 0.01% 1160
2026
Q1 		$2.03M Sell
183,000
-17,823
-9% -$225K 0.01% 1096
2025
Q4 		$3.16M Sell
200,823
-700
-0.3% -$10K 0.01% 847
2025
Q3 		$2.23M Buy
+201,523
New +$2.08M 0.01% 958

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

NewEdge Advisors's PHAT Position: Q2 2026 in Review

NewEdge Advisors increased its Phathom Pharmaceuticals (PHAT) stake by 11% in Q2 2026, buying an estimated $239K and bringing the position to 203,962 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1160.

NewEdge Advisors first reported a position in PHAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.16M in Q4 2025. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • NewEdge Advisors held 203,962 shares of Phathom Pharmaceuticals worth $2.21M as of Q2 2026.
  • NewEdge Advisors bought 20,962 Phathom Pharmaceuticals shares in Q2 2026, an estimated $239K.
  • Phathom Pharmaceuticals made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1160 holding.
  • NewEdge Advisors first reported a position in Phathom Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Phathom Pharmaceuticals position peaked at $3.16M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.