Atwood & Palmer’s Halozyme HALO Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-161	Closed	-$8.38K	–	510
2025 Q2	$8.38K	Buy	+161	New	+$9.16K	﹤0.01%	407

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atwood & Palmer's HALO Position: Q3 2025 in Review

Atwood & Palmer sold out of Halozyme (HALO) in Q3 2025, closing a stake of 161 shares — an estimated $8.38K sold.

Atwood & Palmer first reported a position in HALO in Q2 2025 and held it in 1 quarter. The position peaked at $8.38K in Q2 2025. 602 funds tracked by Wall St. Rank hold HALO as of Q3 2025.

Atwood & Palmer reported no remaining Halozyme position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 161 Halozyme shares in Q3 2025, an estimated $8.38K.
Atwood & Palmer first reported a position in Halozyme in Q2 2025 and held it in 1 quarter.
Atwood & Palmer's Halozyme position peaked at $8.38K in Q2 2025.
602 funds tracked by Wall St. Rank held Halozyme as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.