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Atria Investments’s Halozyme HALO Stock Holding History

Atria Investments’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 		$1.16M Buy
17,877
+2,362
+15% +$167K 0.01% 978
2025
Q4 		$1.04M Sell
15,515
-6,307
-29% -$424K 0.01% 1033
2025
Q3 		$1.6M Buy
21,822
+9,309
+74% +$618K 0.02% 818
2025
Q2 		$651K Buy
12,513
+986
+9% +$56.1K 0.01% 1275
2025
Q1 		$736K Buy
11,527
+1,449
+14% +$84.2K 0.01% 1136
2024
Q4 		$482K Sell
10,078
-2,987
-23% -$153K 0.01% 1348
2024
Q3 		$748K Sell
13,065
-1,916
-13% -$110K 0.01% 1126
2024
Q2 		$784K Buy
+14,981
New +$657K 0.01% 1062

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

Atria Investments's HALO Position: Q1 2026 in Review

Atria Investments increased its Halozyme (HALO) stake by 15% in Q1 2026, buying an estimated $167K and bringing the position to 17,877 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #978.

Atria Investments first reported a position in HALO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Atria Investments held 17,877 shares of Halozyme worth $1.16M as of Q1 2026.
  • Atria Investments bought 2,362 Halozyme shares in Q1 2026, an estimated $167K.
  • Halozyme made up 0.01% of Atria Investments's portfolio in Q1 2026, its #978 holding.
  • Atria Investments first reported a position in Halozyme in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Halozyme position peaked at $1.6M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.