Advisor OS
HALO icon

Advisor OS’s Halozyme HALO Stock Holding History

Advisor OS’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 		$482K Buy
+4,367
New +$422K 0.03% 309

Other funds holding HALO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
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 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Advisor OS's HALO Position: Q3 2026 in Review

Advisor OS opened a new position in Halozyme (HALO) in Q3 2026: 4,367 shares worth $482K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings.

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

  • Advisor OS held 4,367 shares of Halozyme worth $482K as of Q3 2026.
  • Halozyme was a new Advisor OS position in Q3 2026.
  • Halozyme made up 0.03% of Advisor OS's portfolio in Q3 2026, its #309 holding.
  • 374 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.