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Clearstead Advisors’s Harmony Biosciences HRMY Stock Holding History

Clearstead Advisors’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22K Buy
+61
New +$1.92K ﹤0.01% 2447
2026
Q1 		– Sell
-1,178
Closed -$44.1K – 2524
2025
Q4 		$44.1K Buy
1,178
+699
+146% +$23K ﹤0.01% 1454
2025
Q3 		$13.2K Buy
479
+173
+57% +$5.96K ﹤0.01% 1825
2025
Q2 		$9.67K Buy
+306
New +$9.84K ﹤0.01% 1905

Other funds holding HRMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clearstead Advisors's HRMY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Harmony Biosciences (HRMY) in Q2 2026: 61 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #2447 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HRMY as recently as Q4 2025.

Clearstead Advisors first reported a position in HRMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.1K in Q4 2025. 131 funds tracked by Wall St. Rank hold HRMY as of Q2 2026.

  • Clearstead Advisors held 61 shares of Harmony Biosciences worth $2.22K as of Q2 2026.
  • Harmony Biosciences was a new Clearstead Advisors position in Q2 2026.
  • Harmony Biosciences made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2447 holding.
  • Clearstead Advisors first reported a position in Harmony Biosciences in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Harmony Biosciences position peaked at $44.1K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Harmony Biosciences as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.