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Clearstead Trust’s Harmony Biosciences HRMY Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-14
Closed -$386 – 1242
2025
Q3 		$386 Hold
14
– – ﹤0.01% 1416
2025
Q2 		$443 Buy
+14
New +$450 ﹤0.01% 1353

Other funds holding HRMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Clearstead Trust's HRMY Position: Q4 2025 in Review

Clearstead Trust sold out of Harmony Biosciences (HRMY) in Q4 2025, closing a stake of 14 shares — an estimated $386 sold.

Clearstead Trust first reported a position in HRMY in Q2 2025 and held it in 2 quarters. The position peaked at $443 in Q2 2025. 325 funds tracked by Wall St. Rank hold HRMY as of Q4 2025.

  • Clearstead Trust reported no remaining Harmony Biosciences position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 14 Harmony Biosciences shares in Q4 2025, an estimated $386.
  • Clearstead Trust first reported a position in Harmony Biosciences in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Harmony Biosciences position peaked at $443 in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Harmony Biosciences as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.