Wasatch Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Wasatch Advisors’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	$14.2M	Sell	1,307,247 -33,669	-3%	-$384K	0.09%	128
2026 Q1	$14.9M	Buy	1,340,916 +9,247	+0.7%	+$117K	0.1%	118
2025 Q4	$22.1M	Sell	1,331,669 -205,549	-13%	-$2.94M	0.13%	122
2025 Q3	$18.1M	Buy	1,537,218 +75,323	+5%	+$777K	0.1%	132
2025 Q2	$14M	Sell	1,461,895 -239,732	-14%	-$1.33M	0.07%	141
2025 Q1	$10.7M	Buy	1,701,627 +142,699	+9%	+$866K	0.06%	156
2024 Q4	$12.7M	Buy	1,558,928 +1,311,986	+531%	+$16.2M	0.06%	152
2024 Q3	$4.46M	Buy	+246,942	New	+$3.45M	0.02%	196

Other funds holding PHAT

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 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 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wasatch Advisors's PHAT Position: Q2 2026 in Review

Wasatch Advisors reduced its Phathom Pharmaceuticals (PHAT) stake by 2.5% in Q2 2026, selling an estimated $384K and leaving 1,307,247 shares worth $14.2M. The position accounts for 0.09% of the portfolio, ranked #128.

Wasatch Advisors first reported a position in PHAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.1M in Q4 2025. 16 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Wasatch Advisors held 1,307,247 shares of Phathom Pharmaceuticals worth $14.2M as of Q2 2026.
Wasatch Advisors sold 33,669 Phathom Pharmaceuticals shares in Q2 2026, an estimated $384K.
Phathom Pharmaceuticals made up 0.09% of Wasatch Advisors's portfolio in Q2 2026, its #128 holding.
Wasatch Advisors first reported a position in Phathom Pharmaceuticals in Q3 2024 and has held it in 8 quarters since.
Wasatch Advisors's Phathom Pharmaceuticals position peaked at $22.1M in Q4 2025.
16 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.