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Root Financial Partners’s Phathom Pharmaceuticals PHAT Stock Holding History

Root Financial Partners’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
Closed -$122 – 2398
2026
Q1 		$122 Buy
+11
New +$139 ﹤0.01% 3244

Other funds holding PHAT

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HWAM
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SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Root Financial Partners's PHAT Position: Q2 2026 in Review

Root Financial Partners sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 11 shares — an estimated $122 sold.

Root Financial Partners first reported a position in PHAT in Q1 2026 and held it in 1 quarter. The position peaked at $122 in Q1 2026. 20 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Root Financial Partners reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Phathom Pharmaceuticals shares in Q2 2026, an estimated $122.
  • Root Financial Partners first reported a position in Phathom Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Phathom Pharmaceuticals position peaked at $122 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.