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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
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 $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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Stratos Wealth Partners's PHAT Position: Q1 2026 in Review

Stratos Wealth Partners increased its Phathom Pharmaceuticals (PHAT) stake by 99% in Q1 2026, buying an estimated $628K and bringing the position to 100,000 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #754.

Stratos Wealth Partners first reported a position in PHAT in Q4 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Stratos Wealth Partners held 100,000 shares of Phathom Pharmaceuticals worth $1.11M as of Q1 2026.
  • Stratos Wealth Partners bought 49,700 Phathom Pharmaceuticals shares in Q1 2026, an estimated $628K.
  • Phathom Pharmaceuticals made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #754 holding.
  • Stratos Wealth Partners first reported a position in Phathom Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.