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
Q2 		$21K Sell
1,940
-348
-15% -$3.97K ﹤0.01% 2194
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 $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

Nisa Investment Advisors's PHAT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Phathom Pharmaceuticals (PHAT) stake by 15% in Q2 2026, selling an estimated $3.97K and leaving 1,940 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Nisa Investment Advisors first reported a position in PHAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.4K in Q1 2026. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Nisa Investment Advisors held 1,940 shares of Phathom Pharmaceuticals worth $21K as of Q2 2026.
  • Nisa Investment Advisors sold 348 Phathom Pharmaceuticals shares in Q2 2026, an estimated $3.97K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2194 holding.
  • Nisa Investment Advisors first reported a position in Phathom Pharmaceuticals in Q4 2022 and has held it in 15 quarters since.
  • Nisa Investment Advisors's Phathom Pharmaceuticals position peaked at $25.4K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.