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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
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 $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

NewEdge Advisors's PHAT Position: Q1 2026 in Review

NewEdge Advisors reduced its Phathom Pharmaceuticals (PHAT) stake by 8.9% in Q1 2026, selling an estimated $225K and leaving 183,000 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1096.

NewEdge Advisors first reported a position in PHAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q4 2025. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • NewEdge Advisors held 183,000 shares of Phathom Pharmaceuticals worth $2.03M as of Q1 2026.
  • NewEdge Advisors sold 17,823 Phathom Pharmaceuticals shares in Q1 2026, an estimated $225K.
  • Phathom Pharmaceuticals made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1096 holding.
  • NewEdge Advisors first reported a position in Phathom Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's Phathom Pharmaceuticals position peaked at $3.16M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.