Rothwell Investment Advisors, LLC’s Halozyme HALO Stock Holding History

Rothwell Investment Advisors, 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	$5.74K	Buy	+52	New	+$5.02K	﹤0.01%	885

Other funds holding HALO

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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HALO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Halozyme (HALO) in Q3 2026: 52 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

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

Rothwell Investment Advisors, LLC held 52 shares of Halozyme worth $5.74K as of Q3 2026.
Halozyme was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Halozyme made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #885 holding.
374 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.