Bell Investment Advisors’s Halozyme HALO Stock Holding History

Bell Investment 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	$11.4K	Sell	177 -9	-5%	-$634	﹤0.01%	623
2025 Q4	$12.5K	Sell	186 -8	-4%	-$538	﹤0.01%	610
2025 Q3	$14.2K	Hold	194	–	–	﹤0.01%	514
2025 Q2	$10.1K	Hold	194	–	–	﹤0.01%	672
2025 Q1	$12.4K	Buy	194 +17	+10%	+$988	﹤0.01%	525
2024 Q4	$8.46K	Buy	177 +2	+1%	+$103	﹤0.01%	676
2024 Q3	$10K	Hold	175	–	–	﹤0.01%	624
2024 Q2	$9.16K	Buy	175 +49	+39%	+$2.15K	﹤0.01%	652
2024 Q1	$5.13K	Buy	126 +1	+0.8%	+$37	﹤0.01%	904
2023 Q4	$4.62K	Buy	125 +22	+21%	+$829	﹤0.01%	928
2023 Q3	$3.94K	Hold	103	–	–	﹤0.01%	935
2023 Q2	$3.72K	Sell	103 -1	-1%	-$34	﹤0.01%	974
2023 Q1	$3.97K	Sell	104 -26	-20%	-$1.22K	﹤0.01%	887
2022 Q4	$7.4K	Buy	130 +12	+10%	+$614	﹤0.01%	614
2022 Q3	$5K	Buy	118 +2	+2%	+$88	﹤0.01%	676
2022 Q2	$5K	Buy	+116	New	+$5.02K	﹤0.01%	696
2021 Q4	$2K	Sell	51 -23	-31%	-$859	﹤0.01%	1149
2021 Q3	$3K	Buy	+74	New	+$3.09K	﹤0.01%	920

Other funds holding HALO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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 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