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Stratos Wealth Partners’s Phathom Pharmaceuticals PHAT Stock Holding History

Stratos Wealth 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 		$1.08M Hold
100,000
– – 0.01% 810
2026
Q1 		$1.11M Buy
100,000
+49,700
+99% +$628K 0.01% 754
2025
Q4 		$834K Buy
+50,300
New +$718K 0.01% 836

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

Stratos Wealth Partners's PHAT Position: Q2 2026 in Review

Stratos Wealth Partners held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 100,000 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #810.

Stratos Wealth Partners first reported a position in PHAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Stratos Wealth Partners held 100,000 shares of Phathom Pharmaceuticals worth $1.08M as of Q2 2026.
  • Stratos Wealth Partners left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
  • Phathom Pharmaceuticals made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #810 holding.
  • Stratos Wealth Partners first reported a position in Phathom Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Stratos Wealth Partners's Phathom Pharmaceuticals position peaked at $1.11M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.