Tocqueville Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Tocqueville Asset Management’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	$130K	Sell	12,000 -23,200	-66%	-$265K	﹤0.01%	546
2026 Q1	$391K	Buy	35,200 +500	+1%	+$6.32K	0.01%	461
2025 Q4	$576K	Buy	34,700 +10,000	+40%	+$143K	0.01%	432
2025 Q3	$291K	Buy	+24,700	New	+$255K	﹤0.01%	495
2024 Q1	–	Sell	-18,100	Closed	-$165K	–	549
2023 Q4	$165K	Buy	+18,100	New	+$156K	﹤0.01%	498

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

Tocqueville Asset Management's PHAT Position: Q2 2026 in Review

Tocqueville Asset Management reduced its Phathom Pharmaceuticals (PHAT) stake by 66% in Q2 2026, selling an estimated $265K and leaving 12,000 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Tocqueville Asset Management first reported a position in PHAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $576K in Q4 2025. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Tocqueville Asset Management held 12,000 shares of Phathom Pharmaceuticals worth $130K as of Q2 2026.
Tocqueville Asset Management sold 23,200 Phathom Pharmaceuticals shares in Q2 2026, an estimated $265K.
Phathom Pharmaceuticals made up ﹤0.01% of Tocqueville Asset Management's portfolio in Q2 2026, its #546 holding.
Tocqueville Asset Management first reported a position in Phathom Pharmaceuticals in Q4 2023 and has held it in 5 quarters since.
Tocqueville Asset Management's Phathom Pharmaceuticals position peaked at $576K in Q4 2025.
161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.