Nisa Investment Advisors
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Nisa Investment Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Nisa Investment 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 		$25.4K Buy
2,288
+1,720
+303% +$21.7K ﹤0.01% 1921
2025
Q4 		$9.42K Buy
568
+380
+202% +$5.43K ﹤0.01% 2251
2025
Q3 		$2.21K Sell
188
-870
-82% -$8.98K ﹤0.01% 2597
2025
Q2 		$10.1K Buy
1,058
+790
+295% +$4.37K ﹤0.01% 2260
2025
Q1 		$1.68K Buy
268
+249
+1,311% +$1.51K ﹤0.01% 2512
2024
Q4 		$154 Sell
19
-93
-83% -$1.15K ﹤0.01% 2967
2024
Q3 		$2.02K Buy
112
+28
+33% +$391 ﹤0.01% 2395
2024
Q2 		$865 Buy
84
+64
+320% +$659 ﹤0.01% 2547
2024
Q1 		$212 Sell
20
-10
-33% -$85 ﹤0.01% 2629
2023
Q4 		$274 Buy
30
+10
+50% +$86 ﹤0.01% 2507
2023
Q3 		$207 Hold
20
– – ﹤0.01% 2661
2023
Q2 		$286 Buy
20
+7
+54% +$81 ﹤0.01% 2665
2023
Q1 		$0 Hold
13
– – ﹤0.01% 2657
2022
Q4 		$0 Buy
+13
New +$134 ﹤0.01% 2678

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

Nisa Investment Advisors's PHAT Position: Q1 2026 in Review

Nisa Investment Advisors increased its Phathom Pharmaceuticals (PHAT) stake by 303% in Q1 2026, buying an estimated $21.7K and bringing the position to 2,288 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Nisa Investment Advisors first reported a position in PHAT in Q4 2022 and has held it in 14 quarters since. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Nisa Investment Advisors held 2,288 shares of Phathom Pharmaceuticals worth $25.4K as of Q1 2026.
  • Nisa Investment Advisors bought 1,720 Phathom Pharmaceuticals shares in Q1 2026, an estimated $21.7K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1921 holding.
  • Nisa Investment Advisors first reported a position in Phathom Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.