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JFS Wealth Advisors’s Harmony Biosciences HRMY Stock Holding History

JFS Wealth 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
Q2 		$146 Buy
+4
New +$126 ﹤0.01% 2196
2025
Q4 		– Sell
-12
Closed -$331 – 1946
2025
Q3 		$331 Sell
12
-1
-8% -$34 ﹤0.01% 1805
2025
Q2 		$411 Hold
13
– – ﹤0.01% 1730
2025
Q1 		$432 Hold
13
– – ﹤0.01% 1786
2024
Q4 		$448 Buy
13
+2
+18% +$69 ﹤0.01% 1794
2024
Q3 		$440 Hold
11
– – ﹤0.01% 1817
2024
Q2 		$332 Buy
11
+7
+175% +$210 ﹤0.01% 1852
2024
Q1 		$135 Buy
4
+2
+100% +$64 ﹤0.01% 1926
2023
Q4 		$65 Sell
2
-8
-80% -$223 ﹤0.01% 1970
2023
Q3 		$328 Sell
10
-1
-9% -$35 ﹤0.01% 1806
2023
Q2 		$388 Buy
11
+4
+57% +$138 ﹤0.01% 1794
2023
Q1 		$229 Sell
7
-7
-50% -$319 ﹤0.01% 1812
2022
Q4 		$771 Buy
14
+5
+56% +$275 ﹤0.01% 1657
2022
Q3 		$0 Buy
9
+1
+13% +$49 ﹤0.01% 1813
2022
Q2 		$0 Buy
8
+1
+14% +$45 ﹤0.01% 1830
2022
Q1 		$0 Buy
7
+6
+600% +$245 ﹤0.01% 1886
2021
Q4 		$0 Buy
+1
New +$40 ﹤0.01% 1785

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

JFS Wealth Advisors's HRMY Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Harmony Biosciences (HRMY) in Q2 2026: 4 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in HRMY as recently as Q3 2025.

JFS Wealth Advisors first reported a position in HRMY in Q4 2021 and has held it in 17 quarters since. The position peaked at $771 in Q4 2022. 327 funds tracked by Wall St. Rank hold HRMY as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Harmony Biosciences worth $146 as of Q2 2026.
  • Harmony Biosciences was a new JFS Wealth Advisors position in Q2 2026.
  • Harmony Biosciences made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2196 holding.
  • JFS Wealth Advisors first reported a position in Harmony Biosciences in Q4 2021 and has held it in 17 quarters since.
  • JFS Wealth Advisors's Harmony Biosciences position peaked at $771 in Q4 2022.
  • 327 funds tracked by Wall St. Rank held Harmony Biosciences as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.