Creative Planning
HRMY icon

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
Q2 		$2.73M Buy
74,897
+47,592
+174% +$1.5M ﹤0.01% 1855
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's HRMY Position: Q2 2026 in Review

Creative Planning increased its Harmony Biosciences (HRMY) stake by 174% in Q2 2026, buying an estimated $1.5M and bringing the position to 74,897 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Creative Planning first reported a position in HRMY in Q3 2023 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold HRMY as of Q2 2026.

  • Creative Planning held 74,897 shares of Harmony Biosciences worth $2.73M as of Q2 2026.
  • Creative Planning bought 47,592 Harmony Biosciences shares in Q2 2026, an estimated $1.5M.
  • Harmony Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1855 holding.
  • Creative Planning first reported a position in Harmony Biosciences in Q3 2023 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Harmony Biosciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.