Wealth Enhancement Advisory Services’s Phathom Pharmaceuticals PHAT Stock Holding History

Wealth Enhancement Advisory Services’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	$236K	Buy	+18,731	New	+$214K	﹤0.01%	3436

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

Wealth Enhancement Advisory Services's PHAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Phathom Pharmaceuticals (PHAT) in Q2 2026: 18,731 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #3436 among its holdings.

161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Wealth Enhancement Advisory Services held 18,731 shares of Phathom Pharmaceuticals worth $236K as of Q2 2026.
Phathom Pharmaceuticals was a new Wealth Enhancement Advisory Services position in Q2 2026.
Phathom Pharmaceuticals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3436 holding.
161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.