Advisors Preferred’s Halozyme HALO Stock Holding History

Advisors Preferred’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
2025 Q4	–	Sell	-20,358	Closed	-$1.53M	–	265
2025 Q3	$1.53M	Buy	+20,358	New	+$1.35M	0.23%	91
2025 Q2	–	Sell	-55,536	Closed	-$3.44M	–	239
2025 Q1	$3.44M	Buy	55,536 +13,374	+32%	+$777K	0.46%	46
2024 Q4	$2.02M	Buy	+42,162	New	+$2.16M	0.33%	57
2024 Q3	–	Sell	-97,310	Closed	-$5.06M	–	218
2024 Q2	$5.06M	Buy	97,310 +72,463	+292%	+$3.18M	0.88%	33
2024 Q1	$1.03M	Buy	+24,847	New	+$931K	0.17%	65
2023 Q1	–	Sell	-6,602	Closed	-$364K	–	222
2022 Q4	$364K	Sell	6,602 -1,326	-17%	-$67.9K	0.16%	79
2022 Q3	$317K	Sell	7,928 -131	-2%	-$5.79K	0.16%	64
2022 Q2	$355K	Sell	8,059 -2,879	-26%	-$125K	0.09%	91
2022 Q1	$455K	Buy	+10,938	New	+$390K	0.04%	99
2021 Q2	–	Sell	-68,276	Closed	-$2.9M	–	200
2021 Q1	$2.9M	Buy	68,276 +29,299	+75%	+$1.34M	0.41%	31
2020 Q4	$1.65M	Buy	+38,977	New	+$1.4M	0.31%	44

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisors Preferred's HALO Position: Q4 2025 in Review

Advisors Preferred sold out of Halozyme (HALO) in Q4 2025, closing a stake of 20,358 shares — an estimated $1.53M sold.

Advisors Preferred first reported a position in HALO in Q4 2020 and held it in 11 quarters. The position peaked at $5.06M in Q2 2024. 618 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

Advisors Preferred reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 20,358 Halozyme shares in Q4 2025, an estimated $1.53M.
Advisors Preferred first reported a position in Halozyme in Q4 2020 and held it in 11 quarters.
Advisors Preferred's Halozyme position peaked at $5.06M in Q2 2024.
618 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.