PAG
PHAT icon

Private Advisor Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Private Advisor Group’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 		$110K Hold
10,180
– – ﹤0.01% 2433
2026
Q1 		$113K Sell
10,180
-4,400
-30% -$55.6K ﹤0.01% 2517
2025
Q4 		$242K Hold
14,580
– – ﹤0.01% 2291
2025
Q3 		$172K Hold
14,580
– – ﹤0.01% 2360
2025
Q2 		$140K Buy
+14,580
New +$80.7K ﹤0.01% 2287

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

Private Advisor Group's PHAT Position: Q2 2026 in Review

Private Advisor Group held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 10,180 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Private Advisor Group first reported a position in PHAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Private Advisor Group held 10,180 shares of Phathom Pharmaceuticals worth $110K as of Q2 2026.
  • Private Advisor Group left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2433 holding.
  • Private Advisor Group first reported a position in Phathom Pharmaceuticals in Q2 2025 and has held it in 5 quarters since.
  • Private Advisor Group's Phathom Pharmaceuticals position peaked at $242K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.