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Primoris Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Primoris Wealth 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 		– Sell
-11,449
Closed -$127K – 132
2026
Q1 		$127K Buy
+11,449
New +$145K 0.09% 91

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

Primoris Wealth Advisors's PHAT Position: Q2 2026 in Review

Primoris Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 11,449 shares — an estimated $127K sold.

Primoris Wealth Advisors first reported a position in PHAT in Q1 2026 and held it in 1 quarter. The position peaked at $127K in Q1 2026. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Primoris Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 11,449 Phathom Pharmaceuticals shares in Q2 2026, an estimated $127K.
  • Primoris Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Primoris Wealth Advisors's Phathom Pharmaceuticals position peaked at $127K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.