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Venturi Wealth Management’s Harmony Biosciences HRMY Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-30
Closed -$1.03K – 1147
2024
Q4 		$1.03K Hold
30
– – ﹤0.01% 1917
2024
Q3 		$1.2K Buy
+30
New +$1.05K ﹤0.01% 1754
2024
Q2 		– Sell
-30
Closed -$1.01K – 1510
2024
Q1 		$1.01K Buy
+30
New +$963 ﹤0.01% 1355
2023
Q3 		– Sell
-30
Closed -$1.06K – 1362
2023
Q2 		$1.06K Buy
+30
New +$1.04K ﹤0.01% 1011

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Venturi Wealth Management's HRMY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Harmony Biosciences (HRMY) in Q1 2025, closing a stake of 30 shares — an estimated $1.03K sold.

Venturi Wealth Management first reported a position in HRMY in Q2 2023 and held it in 4 quarters. The position peaked at $1.2K in Q3 2024. 272 funds tracked by Wall St. Rank hold HRMY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Harmony Biosciences position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 30 Harmony Biosciences shares in Q1 2025, an estimated $1.03K.
  • Venturi Wealth Management first reported a position in Harmony Biosciences in Q2 2023 and held it in 4 quarters.
  • Venturi Wealth Management's Harmony Biosciences position peaked at $1.2K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.