Activest Wealth Management
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Activest Wealth Management’s Halozyme HALO Stock Holding History

Activest Wealth Management’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 		– Sell
-3
Closed -$235 – 1189
2026
Q2 		$235 Buy
+3
New +$205 ﹤0.01% 1147

Other funds holding HALO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Activest Wealth Management's HALO Position: Q3 2026 in Review

Activest Wealth Management sold out of Halozyme (HALO) in Q3 2026, closing a stake of 3 shares — an estimated $235 sold.

Activest Wealth Management first reported a position in HALO in Q2 2026 and held it in 1 quarter. The position peaked at $235 in Q2 2026. 411 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Activest Wealth Management reported no remaining Halozyme position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3 Halozyme shares in Q3 2026, an estimated $235.
  • Activest Wealth Management first reported a position in Halozyme in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Halozyme position peaked at $235 in Q2 2026.
  • 411 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.