UBS AM’s Phathom Pharmaceuticals PHAT Stock Holding History

UBS AM’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	$605K	Hold	55,788	–	–	﹤0.01%	2492
2026 Q1	$620K	Buy	55,788 +25,157	+82%	+$318K	﹤0.01%	2494
2025 Q4	$508K	Buy	+30,631	New	+$437K	﹤0.01%	2315
2025 Q2	–	Sell	-99,744	Closed	-$625K	–	2699
2025 Q1	$625K	Sell	99,744 -18,059	-15%	-$110K	﹤0.01%	2451
2024 Q4	$957K	Buy	117,803 +19,778	+20%	+$245K	﹤0.01%	2381
2024 Q3	$1.77M	Buy	98,025 +4,871	+5%	+$68.1K	﹤0.01%	2097
2024 Q2	$959K	Buy	93,154 +80,261	+623%	+$827K	﹤0.01%	2390
2024 Q1	$137K	Hold	12,893	–	–	﹤0.01%	2487
2023 Q4	$118K	Buy	+12,893	New	+$111K	﹤0.01%	2521
2021 Q4	–	Sell	-7,514	Closed	-$241K	–	2891
2021 Q3	$241K	Buy	+7,514	New	+$250K	﹤0.01%	2660

Other funds holding PHAT

FLSM

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

GKIM

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

UBS AM's PHAT Position: Q2 2026 in Review

UBS AM held its Phathom Pharmaceuticals (PHAT) position steady in Q2 2026 at 55,788 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

UBS AM first reported a position in PHAT in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.77M in Q3 2024. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

UBS AM held 55,788 shares of Phathom Pharmaceuticals worth $605K as of Q2 2026.
UBS AM left its Phathom Pharmaceuticals share count unchanged in Q2 2026.
Phathom Pharmaceuticals made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2492 holding.
UBS AM first reported a position in Phathom Pharmaceuticals in Q3 2021 and has held it in 10 quarters since.
UBS AM's Phathom Pharmaceuticals position peaked at $1.77M in Q3 2024.
162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.