UBS Group
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UBS Group’s Phathom Pharmaceuticals PHAT Stock Holding History

UBS Group’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 		$2.22M Sell
204,573
-155,798
-43% -$1.78M ﹤0.01% 5027
2026
Q1 		$4M Buy
360,371
+55,988
+18% +$707K ﹤0.01% 4300
2025
Q4 		$5.05M Sell
304,383
-33,977
-10% -$485K ﹤0.01% 4020
2025
Q3 		$3.98M Sell
338,360
-81,113
-19% -$837K ﹤0.01% 4277
2025
Q2 		$4.02M Sell
419,473
-288,105
-41% -$1.59M ﹤0.01% 4096
2025
Q1 		$4.44M Buy
707,578
+241,962
+52% +$1.47M ﹤0.01% 3910
2024
Q4 		$3.78M Buy
465,616
+393,675
+547% +$4.88M ﹤0.01% 4124
2024
Q3 		$1.3M Buy
71,941
+28,855
+67% +$403K ﹤0.01% 4403
2024
Q2 		$444K Sell
43,086
-6,837
-14% -$70.4K ﹤0.01% 5089
2024
Q1 		$530K Buy
49,923
+10,491
+27% +$89.1K ﹤0.01% 5163
2023
Q4 		$360K Buy
39,432
+5,732
+17% +$49.4K ﹤0.01% 5362
2023
Q3 		$349K Buy
33,700
+16,894
+101% +$232K ﹤0.01% 4931
2023
Q2 		$241K Buy
+16,806
New +$194K ﹤0.01% 5361
2023
Q1 		– Sell
-795
Closed -$8.92K – 10187
2022
Q4 		$8.92K Buy
795
+167
+27% +$1.72K ﹤0.01% 8709
2022
Q3 		$7K Buy
+628
New +$5.98K ﹤0.01% 8893
2022
Q1 		– Sell
-1,329
Closed -$26K – 10737
2021
Q4 		$26K Buy
+1,329
New +$31.3K ﹤0.01% 7543
2021
Q3 		– Sell
-699
Closed -$24K – 9945
2021
Q2 		$24K Sell
699
-2,178
-76% -$78K ﹤0.01% 7144
2021
Q1 		$108K Buy
2,877
+220
+8% +$9.21K ﹤0.01% 5904
2020
Q4 		$88K Buy
2,657
+1,283
+93% +$52K ﹤0.01% 5769
2020
Q3 		$50K Sell
1,374
-2,803
-67% -$97.1K ﹤0.01% 5650
2020
Q2 		$137K Sell
4,177
-2,238
-35% -$86K ﹤0.01% 5076
2020
Q1 		$166K Sell
6,415
-7,684
-55% -$257K ﹤0.01% 4869
2019
Q4 		$439K Buy
+14,099
New +$354K ﹤0.01% 4952

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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
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 Group's PHAT Position: Q2 2026 in Review

UBS Group reduced its Phathom Pharmaceuticals (PHAT) stake by 43% in Q2 2026, selling an estimated $1.78M and leaving 204,573 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5027.

UBS Group first reported a position in PHAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.05M in Q4 2025. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • UBS Group held 204,573 shares of Phathom Pharmaceuticals worth $2.22M as of Q2 2026.
  • UBS Group sold 155,798 Phathom Pharmaceuticals shares in Q2 2026, an estimated $1.78M.
  • Phathom Pharmaceuticals made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5027 holding.
  • UBS Group first reported a position in Phathom Pharmaceuticals in Q4 2019 and has held it in 23 quarters since.
  • UBS Group's Phathom Pharmaceuticals position peaked at $5.05M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

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