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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
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 $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

Root Financial Partners's HRMY Position: Q1 2026 in Review

Root Financial Partners held its Harmony Biosciences (HRMY) position steady in Q1 2026 at 3 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Root Financial Partners first reported a position in HRMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.56K in Q3 2025. 309 funds tracked by Wall St. Rank hold HRMY as of Q1 2026.

  • Root Financial Partners held 3 shares of Harmony Biosciences worth $84 as of Q1 2026.
  • Root Financial Partners left its Harmony Biosciences share count unchanged in Q1 2026.
  • Harmony Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3309 holding.
  • Root Financial Partners first reported a position in Harmony Biosciences in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Harmony Biosciences position peaked at $3.56K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.