Superior Planning, LLC’s Halozyme HALO Stock Holding History

Superior Planning, LLC’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.51K	Buy	+59	New	+$5.7K	﹤0.01%	1111

Other funds holding HALO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Superior Planning, LLC's HALO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Halozyme (HALO) in Q3 2026: 59 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

537 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

Superior Planning, LLC held 59 shares of Halozyme worth $6.51K as of Q3 2026.
Halozyme was a new Superior Planning, LLC position in Q3 2026.
Halozyme made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1111 holding.
537 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.