Summit Financial Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Summit Financial 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	$240K	Hold	22,143	–	–	0.03%	193
2026 Q1	$246K	Hold	22,143	–	–	0.03%	170
2025 Q4	$367K	Hold	22,143	–	–	0.05%	134
2025 Q3	$272K	Hold	22,143	–	–	0.04%	148
2025 Q2	$212K	Sell	22,143 -9,000	-29%	-$49.8K	0.04%	161
2025 Q1	$195K	Sell	31,143 -36,982	-54%	-$225K	0.04%	148
2024 Q4	$384K	Buy	68,125 +39,093	+135%	+$484K	0.08%	105
2024 Q3	$525K	Buy	+29,032	New	+$406K	0.1%	84

Other funds holding PHAT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Summit Financial Wealth Advisors's PHAT Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 22,143 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #193.

Summit Financial Wealth Advisors first reported a position in PHAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $525K in Q3 2024. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Summit Financial Wealth Advisors held 22,143 shares of Phathom Pharmaceuticals worth $240K as of Q2 2026.
Summit Financial Wealth Advisors left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
Phathom Pharmaceuticals made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #193 holding.
Summit Financial Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q3 2024 and has held it in 8 quarters since.
Summit Financial Wealth Advisors's Phathom Pharmaceuticals position peaked at $525K in Q3 2024.
161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.