Penn Mutual Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Penn Mutual Asset Management’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	$681K	Hold	62,802	–	–	3.5%	5
2026 Q1	$698K	Hold	62,802	–	–	3.57%	6
2025 Q4	$1.04M	Hold	62,802	–	–	0.62%	8
2025 Q3	$739K	Hold	62,802	–	–	1.44%	18
2025 Q2	$602K	Hold	62,802	–	–	1.06%	23
2025 Q1	$394K	Hold	62,802	–	–	0.76%	39
2024 Q4	$510K	Hold	62,802	–	–	0.92%	30
2024 Q3	$1.14M	Hold	62,802	–	–	2.25%	9
2024 Q2	$647K	Hold	62,802	–	–	1.38%	11
2024 Q1	$667K	Hold	62,802	–	–	1.42%	13
2023 Q4	$573K	Hold	62,802	–	–	0.44%	50
2023 Q3	$651K	Hold	62,802	–	–	0.61%	45
2023 Q2	$899K	Hold	62,802	–	–	0.81%	42
2023 Q1	$448K	Hold	62,802	–	–	0.43%	46
2022 Q4	$705K	Sell	62,802 -24,138	-28%	-$249K	0.79%	37
2022 Q3	$963K	Hold	86,940	–	–	1.26%	29
2022 Q2	$734K	Hold	86,940	–	–	0.99%	30
2022 Q1	$1.18M	Buy	+86,940	New	+$1.4M	1.37%	18
2021 Q4	–	Sell	-86,940	Closed	-$2.79M	–	68
2021 Q3	$2.79M	Hold	86,940	–	–	4.41%	7
2021 Q2	$2.94M	Hold	86,940	–	–	3.68%	8
2021 Q1	$3.27M	Hold	86,940	–	–	3.69%	10
2020 Q4	$2.89M	Hold	86,940	–	–	2.55%	12
2020 Q3	$3.19M	Hold	86,940	–	–	4.5%	10
2020 Q2	$2.86M	Buy	+86,940	New	+$3.34M	2.92%	13

Other funds holding PHAT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Penn Mutual Asset Management's PHAT Position: Q2 2026 in Review

Penn Mutual Asset Management held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 62,802 shares worth $681K. The position accounts for 3.5% of the portfolio, ranked #5.

Penn Mutual Asset Management first reported a position in PHAT in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.27M in Q1 2021. 16 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Penn Mutual Asset Management held 62,802 shares of Phathom Pharmaceuticals worth $681K as of Q2 2026.
Penn Mutual Asset Management left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
Phathom Pharmaceuticals made up 3.5% of Penn Mutual Asset Management's portfolio in Q2 2026, its #5 holding.
Penn Mutual Asset Management first reported a position in Phathom Pharmaceuticals in Q2 2020 and has held it in 24 quarters since.
Penn Mutual Asset Management's Phathom Pharmaceuticals position peaked at $3.27M in Q1 2021.
16 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Penn Mutual Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.