IA
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IFP Advisors’s Harmony Biosciences HRMY Stock Holding History

IFP 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
Q1 		$217K Buy
7,749
+330
+4% +$10.8K ﹤0.01% 1349
2025
Q4 		$278K Buy
7,419
+926
+14% +$30.4K 0.01% 1203
2025
Q3 		$179K Sell
6,493
-193
-3% -$6.65K ﹤0.01% 1342
2025
Q2 		$211K Buy
6,686
+2,080
+45% +$66.9K 0.01% 1250
2025
Q1 		$153K Buy
4,606
+4,600
+76,667% +$165K ﹤0.01% 1302
2024
Q4 		$206 Buy
+6
New +$206 ﹤0.01% 3727
2023
Q4 		– Sell
-25
Closed -$819 – 3187
2023
Q3 		$819 Hold
25
– – ﹤0.01% 3039
2023
Q2 		$880 Hold
25
– – ﹤0.01% 3107
2023
Q1 		$925 Sell
25
-363
-94% -$16.5K ﹤0.01% 3093
2022
Q4 		$21K Sell
388
-611
-61% -$33.6K ﹤0.01% 2847
2022
Q3 		$45K Buy
999
+332
+50% +$16.2K ﹤0.01% 2445
2022
Q2 		$32K Hold
667
– – ﹤0.01% 2481
2022
Q1 		$32K Buy
+667
New +$27.2K ﹤0.01% 2481

Other funds holding HRMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return