Root Financial Partners
HRMY icon

Root Financial Partners’s Harmony Biosciences HRMY Stock Holding History

Root Financial Partners’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
Q3 		$8.48K Buy
+216
New +$8.35K ﹤0.01% 1993
2026
Q2 		– Sell
-3
Closed -$84 – 1647
2026
Q1 		$84 Hold
3
– – ﹤0.01% 3309
2025
Q4 		$112 Sell
3
-126
-98% -$4.14K ﹤0.01% 2329
2025
Q3 		$3.56K Buy
+129
New +$4.44K ﹤0.01% 1836

Other funds holding HRMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Root Financial Partners's HRMY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Harmony Biosciences (HRMY) in Q3 2026: 216 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HRMY as recently as Q1 2026.

Root Financial Partners first reported a position in HRMY in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold HRMY as of Q3 2026.

  • Root Financial Partners held 216 shares of Harmony Biosciences worth $8.48K as of Q3 2026.
  • Harmony Biosciences was a new Root Financial Partners position in Q3 2026.
  • Harmony Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1993 holding.
  • Root Financial Partners first reported a position in Harmony Biosciences in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Harmony Biosciences as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.