Creative Planning’s Harmony Biosciences HRMY Stock Holding History

Creative Planning’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 Q1	$765K	Buy	27,305 +5,155	+23%	+$169K	﹤0.01%	2682
2025 Q4	$829K	Buy	22,150 +13,536	+157%	+$445K	﹤0.01%	2434
2025 Q3	$237K	Buy	+8,614	New	+$297K	﹤0.01%	3337
2025 Q1	–	Sell	-465	Closed	-$16K	–	3585
2024 Q4	$16K	Sell	465 -5,678	-92%	-$195K	﹤0.01%	3358
2024 Q3	$246K	Buy	+6,143	New	+$216K	﹤0.01%	2691
2023 Q4	–	Sell	-74	Closed	-$2.42K	–	2906
2023 Q3	$2.42K	Buy	+74	New	+$2.57K	﹤0.01%	2792

Other funds holding HRMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Creative Planning's HRMY Position: Q1 2026 in Review

Creative Planning increased its Harmony Biosciences (HRMY) stake by 23% in Q1 2026, buying an estimated $169K and bringing the position to 27,305 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Creative Planning first reported a position in HRMY in Q3 2023 and has held it in 6 quarters since. The position peaked at $829K in Q4 2025. 309 funds tracked by Wall St. Rank hold HRMY as of Q1 2026.

Creative Planning held 27,305 shares of Harmony Biosciences worth $765K as of Q1 2026.
Creative Planning bought 5,155 Harmony Biosciences shares in Q1 2026, an estimated $169K.
Harmony Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2682 holding.
Creative Planning first reported a position in Harmony Biosciences in Q3 2023 and has held it in 6 quarters since.
Creative Planning's Harmony Biosciences position peaked at $829K in Q4 2025.
309 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.