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Estate Planners Group’s Harmony Biosciences HRMY Stock Holding History

Estate Planners Group’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 		– Sell
-1,000
Closed -$37.4K – 207
2025
Q4 		$37.4K Buy
+1,000
New +$32.9K 0.02% 165

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Estate Planners Group's HRMY Position: Q1 2026 in Review

Estate Planners Group sold out of Harmony Biosciences (HRMY) in Q1 2026, closing a stake of 1,000 shares — an estimated $37.4K sold.

Estate Planners Group first reported a position in HRMY in Q4 2025 and held it in 1 quarter. The position peaked at $37.4K in Q4 2025. 311 funds tracked by Wall St. Rank hold HRMY as of Q1 2026.

  • Estate Planners Group reported no remaining Harmony Biosciences position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,000 Harmony Biosciences shares in Q1 2026, an estimated $37.4K.
  • Estate Planners Group first reported a position in Harmony Biosciences in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Harmony Biosciences position peaked at $37.4K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.