BAM Wealth Management
HALO icon

BAM Wealth Management’s Halozyme HALO Stock Holding History

BAM Wealth Management’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
Q3 		$511K Sell
4,629
-1,546
-25% -$149K 0.28% 93
2026
Q2 		$483K Buy
6,175
+1,691
+38% +$115K 0.3% 85
2026
Q1 		$290K Buy
+4,484
New +$316K 0.22% 117

Other funds holding HALO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BAM Wealth Management's HALO Position: Q3 2026 in Review

BAM Wealth Management reduced its Halozyme (HALO) stake by 25% in Q3 2026, selling an estimated $149K and leaving 4,629 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #93.

BAM Wealth Management first reported a position in HALO in Q1 2026 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • BAM Wealth Management held 4,629 shares of Halozyme worth $511K as of Q3 2026.
  • BAM Wealth Management sold 1,546 Halozyme shares in Q3 2026, an estimated $149K.
  • Halozyme made up 0.28% of BAM Wealth Management's portfolio in Q3 2026, its #93 holding.
  • BAM Wealth Management first reported a position in Halozyme in Q1 2026 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.