TWD
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True Wealth Design’s Phathom Pharmaceuticals PHAT Stock Holding History

True Wealth Design’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 		$955 Hold
88
– – ﹤0.01% 1994
2026
Q1 		$978 Sell
88
-7
-7% -$88 ﹤0.01% 1807
2025
Q4 		$1.58K Buy
95
+7
+8% +$100 ﹤0.01% 1540
2025
Q3 		$1.04K Hold
88
– – ﹤0.01% 1732
2025
Q2 		$844 Buy
88
+72
+450% +$398 ﹤0.01% 1533
2025
Q1 		$101 Buy
+16
New +$97 ﹤0.01% 2191

Other funds holding PHAT

WA
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PHAT Position: Q2 2026 in Review

True Wealth Design held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 88 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

True Wealth Design first reported a position in PHAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58K in Q4 2025. 12 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • True Wealth Design held 88 shares of Phathom Pharmaceuticals worth $955 as of Q2 2026.
  • True Wealth Design left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1994 holding.
  • True Wealth Design first reported a position in Phathom Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Phathom Pharmaceuticals position peaked at $1.58K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.