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
Q3 		$694 Buy
95
+7
+8% +$66 ﹤0.01% 2039
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design's PHAT Position: Q3 2026 in Review

True Wealth Design increased its Phathom Pharmaceuticals (PHAT) stake by 8% in Q3 2026, buying an estimated $66 and bringing the position to 95 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

True Wealth Design first reported a position in PHAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.58K in Q4 2025. 9 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

  • True Wealth Design held 95 shares of Phathom Pharmaceuticals worth $694 as of Q3 2026.
  • True Wealth Design bought 7 Phathom Pharmaceuticals shares in Q3 2026, an estimated $66.
  • Phathom Pharmaceuticals made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2039 holding.
  • True Wealth Design first reported a position in Phathom Pharmaceuticals in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Phathom Pharmaceuticals position peaked at $1.58K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.