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

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 16 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.
16 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.