Wellington Management Group
PHAT icon

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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $1.92B 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