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Strategic Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Strategic Wealth Advisors’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 		$16K Hold
1,000
– – 0.01% 157
2026
Q1 		$11K Hold
1,000
– – 0.01% 173
2025
Q4 		$16K Buy
+1,000
New +$14.3K 0.01% 157

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

Strategic Wealth Advisors's PHAT Position: Q2 2026 in Review

Strategic Wealth Advisors held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 1,000 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #157.

Strategic Wealth Advisors first reported a position in PHAT in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Strategic Wealth Advisors held 1,000 shares of Phathom Pharmaceuticals worth $16K as of Q2 2026.
  • Strategic Wealth Advisors left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
  • Phathom Pharmaceuticals made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Strategic Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.