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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return