Venturi Wealth Management’s Harmony Gold Mining HMY Stock Holding History

Venturi Wealth Management’s Portfolio HMY Stock Details HMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	+10,672	New	+$177K	0.01%	619
2025 Q1	–	Sell	-213	Closed	-$1.75K	–	1134
2024 Q4	$1.75K	Buy	+213	New	+$2.07K	﹤0.01%	1869
2024 Q2	–	Sell	-500	Closed	-$4.08K	–	1508
2024 Q1	$4.08K	Hold	500	–	–	﹤0.01%	1134
2023 Q4	$3.08K	Hold	500	–	–	﹤0.01%	1123
2023 Q3	$1.88K	Hold	500	–	–	﹤0.01%	1183
2023 Q2	$2.1K	Hold	500	–	–	﹤0.01%	913
2023 Q1	$2.05K	Buy	+500	New	+$1.78K	﹤0.01%	1007

Other funds holding HMY

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

TFIAP

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

YIH

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Venturi Wealth Management's HMY Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Harmony Gold Mining (HMY) in Q2 2026: 10,672 shares worth $162K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in HMY as recently as Q4 2024.

Venturi Wealth Management first reported a position in HMY in Q1 2023 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold HMY as of Q2 2026.

Venturi Wealth Management held 10,672 shares of Harmony Gold Mining worth $162K as of Q2 2026.
Harmony Gold Mining was a new Venturi Wealth Management position in Q2 2026.
Harmony Gold Mining made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #619 holding.
Venturi Wealth Management first reported a position in Harmony Gold Mining in Q1 2023 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.