True Wealth Design’s Harmony Biosciences HRMY Stock Holding History

True Wealth Design’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	$5.57K	Buy	153 +35	+30%	+$1.1K	﹤0.01%	1285
2026 Q1	$3.31K	Sell	118 -235	-67%	-$7.71K	﹤0.01%	1366
2025 Q4	$13.2K	Buy	353 +282	+397%	+$9.27K	﹤0.01%	756
2025 Q3	$1.96K	Buy	+71	New	+$2.45K	﹤0.01%	1470
2025 Q2	–	Sell	-24	Closed	-$797	–	2685
2025 Q1	$797	Buy	24 +7	+41%	+$251	﹤0.01%	1352
2024 Q4	$585	Sell	17 -40	-70%	-$1.37K	﹤0.01%	1061
2024 Q3	$2.28K	Buy	+57	New	+$2K	﹤0.01%	753

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