UBS AM
PHAT icon

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
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 $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return