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B. Riley Wealth Advisors’s Halozyme HALO Stock Holding History

B. Riley 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 		– Sell
-3,694
Closed -$249K – 998
2025
Q4 		$249K Sell
3,694
-66
-2% -$4.44K 0.01% 777
2025
Q3 		$276K Buy
+3,760
New +$250K 0.01% 757
2015
Q1 		– Sell
-200
Closed -$2 – 1163
2014
Q4 		$2 Buy
+200
New +$1.78K ﹤0.01% 3402
2014
Q3 		– Sell
-2,000
Closed -$19.8K – 1168
2014
Q2 		$19.8K Buy
+2,000
New +$17K ﹤0.01% 1478

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

B. Riley Wealth Advisors's HALO Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Halozyme (HALO) in Q1 2026, closing a stake of 3,694 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in HALO in Q2 2014 and held it in 4 quarters. The position peaked at $276K in Q3 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,694 Halozyme shares in Q1 2026, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in Halozyme in Q2 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Halozyme position peaked at $276K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.