SignatureFD’s Phathom Pharmaceuticals PHAT Stock Holding History

SignatureFD’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	-239	Closed	-$2.65K	–	3605
2026 Q1	$2.65K	Buy	239 +199	+498%	+$2.51K	﹤0.01%	2980
2025 Q4	$664	Buy	+40	New	+$571	﹤0.01%	3181
2025 Q2	–	Sell	-463	Closed	-$2.9K	–	3384
2025 Q1	$2.9K	Buy	+463	New	+$2.81K	﹤0.01%	2777
2023 Q1	–	Sell	-24	Closed	-$269	–	3354
2022 Q4	$269	Sell	24 -192	-89%	-$1.98K	﹤0.01%	3168
2022 Q3	$2K	Buy	216 +148	+218%	+$1.41K	﹤0.01%	2827
2022 Q2	$1K	Sell	68 -33	-33%	-$339	﹤0.01%	2981
2022 Q1	$1K	Buy	+101	New	+$1.63K	﹤0.01%	3038

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

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

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

SignatureFD's PHAT Position: Q2 2026 in Review

SignatureFD sold out of Phathom Pharmaceuticals (PHAT) in Q2 2026, closing a stake of 239 shares — an estimated $2.65K sold.

SignatureFD first reported a position in PHAT in Q1 2022 and held it in 7 quarters. The position peaked at $2.9K in Q1 2025. 16 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

SignatureFD reported no remaining Phathom Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
SignatureFD sold 239 Phathom Pharmaceuticals shares in Q2 2026, an estimated $2.65K.
SignatureFD first reported a position in Phathom Pharmaceuticals in Q1 2022 and held it in 7 quarters.
SignatureFD's Phathom Pharmaceuticals position peaked at $2.9K in Q1 2025.
16 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.