Wellington Management Group
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Wellington Management Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Wellington Management 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 		$1.44M Buy
132,284
+20,532
+18% +$234K ﹤0.01% 1687
2026
Q1 		$1.24M Sell
111,752
-22,794
-17% -$288K ﹤0.01% 1637
2025
Q4 		$2.23M Sell
134,546
-11,913
-8% -$170K ﹤0.01% 1576
2025
Q3 		$1.72M Buy
+146,459
New +$1.51M ﹤0.01% 1671
2025
Q2 		– Sell
-200,690
Closed -$1.26M – 2026
2025
Q1 		$1.26M Buy
200,690
+64,695
+48% +$393K ﹤0.01% 1654
2024
Q4 		$1.1M Sell
135,995
-37,388
-22% -$463K ﹤0.01% 1699
2024
Q3 		$3.13M Sell
173,383
-53,258
-23% -$744K ﹤0.01% 1439
2024
Q2 		$2.33M Buy
226,641
+3,251
+1% +$33.5K ﹤0.01% 1485
2024
Q1 		$2.37M Buy
223,390
+68,999
+45% +$586K ﹤0.01% 1487
2023
Q4 		$1.41M Buy
154,391
+54,581
+55% +$470K ﹤0.01% 1558
2023
Q3 		$1.04M Buy
99,810
+1,797
+2% +$24.6K ﹤0.01% 1604
2023
Q2 		$1.4M Buy
+98,013
New +$1.13M ﹤0.01% 1549

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

Wellington Management Group's PHAT Position: Q2 2026 in Review

Wellington Management Group increased its Phathom Pharmaceuticals (PHAT) stake by 18% in Q2 2026, buying an estimated $234K and bringing the position to 132,284 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Wellington Management Group first reported a position in PHAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q3 2024. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Wellington Management Group held 132,284 shares of Phathom Pharmaceuticals worth $1.44M as of Q2 2026.
  • Wellington Management Group bought 20,532 Phathom Pharmaceuticals shares in Q2 2026, an estimated $234K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1687 holding.
  • Wellington Management Group first reported a position in Phathom Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
  • Wellington Management Group's Phathom Pharmaceuticals position peaked at $3.13M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.