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Arkadios Wealth Advisors’s Halozyme HALO Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$1.27M Sell
19,622
-852
-4% -$60.1K 0.02% 685
2025
Q4 		$1.38M Buy
20,474
+4,088
+25% +$275K 0.03% 576
2025
Q3 		$1.2M Buy
16,386
+797
+5% +$52.9K 0.03% 572
2025
Q2 		$811K Buy
15,589
+11,457
+277% +$652K 0.02% 648
2025
Q1 		$264K Buy
+4,132
New +$240K 0.01% 952

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's HALO Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Halozyme (HALO) stake by 4.2% in Q1 2026, selling an estimated $60.1K and leaving 19,622 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #685.

Arkadios Wealth Advisors first reported a position in HALO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Arkadios Wealth Advisors held 19,622 shares of Halozyme worth $1.27M as of Q1 2026.
  • Arkadios Wealth Advisors sold 852 Halozyme shares in Q1 2026, an estimated $60.1K.
  • Halozyme made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #685 holding.
  • Arkadios Wealth Advisors first reported a position in Halozyme in Q1 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Halozyme position peaked at $1.38M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.