Simplify Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Simplify Asset Management’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	$2.7M	Sell	249,267 -13,119	-5%	-$150K	0.04%	54
2026 Q1	$2.92M	Sell	262,386 -59,549	-18%	-$752K	0.04%	45
2025 Q4	$5.34M	Hold	321,935	–	–	0.09%	35
2025 Q3	$3.79M	Sell	321,935 -200,000	-38%	-$2.06M	0.07%	35
2025 Q2	$5.01M	Sell	521,935 -160,000	-23%	-$885K	0.25%	26
2025 Q1	$4.28M	Buy	681,935 +100,000	+17%	+$607K	0.16%	26
2024 Q4	$4.73M	Buy	581,935 +60,000	+11%	+$743K	0.23%	27
2024 Q3	$9.44M	Hold	521,935	–	–	0.44%	25
2024 Q2	$5.38M	Hold	521,935	–	–	0.36%	29
2024 Q1	$5.54M	Buy	521,935 +284,000	+119%	+$2.41M	0.33%	27
2023 Q4	$2.17M	Hold	237,935	–	–	0.19%	40
2023 Q3	$2.47M	Hold	237,935	–	–	0.28%	43
2023 Q2	$3.41M	Hold	237,935	–	–	0.45%	20
2023 Q1	$1.7M	Buy	+237,935	New	+$2.09M	0.24%	48

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Simplify Asset Management's PHAT Position: Q2 2026 in Review

Simplify Asset Management reduced its Phathom Pharmaceuticals (PHAT) stake by 5% in Q2 2026, selling an estimated $150K and leaving 249,267 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #54.

Simplify Asset Management first reported a position in PHAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.44M in Q3 2024. 12 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Simplify Asset Management held 249,267 shares of Phathom Pharmaceuticals worth $2.7M as of Q2 2026.
Simplify Asset Management sold 13,119 Phathom Pharmaceuticals shares in Q2 2026, an estimated $150K.
Phathom Pharmaceuticals made up 0.04% of Simplify Asset Management's portfolio in Q2 2026, its #54 holding.
Simplify Asset Management first reported a position in Phathom Pharmaceuticals in Q1 2023 and has held it in 14 quarters since.
Simplify Asset Management's Phathom Pharmaceuticals position peaked at $9.44M in Q3 2024.
12 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.