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Rothschild Investment LLC’s Phathom Pharmaceuticals PHAT Stock Holding History

Rothschild Investment LLC’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
2025
Q2 		– Sell
-35
Closed -$219 – 3143
2025
Q1 		$219 Buy
35
+25
+250% +$152 ﹤0.01% 2830
2024
Q4 		$81 Sell
10
-55
-85% -$681 ﹤0.01% 2915
2024
Q3 		$1.18K Buy
65
+45
+225% +$629 ﹤0.01% 2052
2024
Q2 		$206 Buy
+20
New +$206 ﹤0.01% 2478

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Rothschild Investment LLC's PHAT Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Phathom Pharmaceuticals (PHAT) in Q2 2025, closing a stake of 35 shares — an estimated $219 sold.

Rothschild Investment LLC first reported a position in PHAT in Q2 2024 and held it in 4 quarters. The position peaked at $1.18K in Q3 2024. 117 funds tracked by Wall St. Rank hold PHAT as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Phathom Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 35 Phathom Pharmaceuticals shares in Q2 2025, an estimated $219.
  • Rothschild Investment LLC first reported a position in Phathom Pharmaceuticals in Q2 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Phathom Pharmaceuticals position peaked at $1.18K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.