Belpointe Asset Management
HALO icon

Belpointe Asset Management’s Halozyme HALO Stock Holding History

Belpointe Asset 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 		$1.5M Sell
13,616
-2,066
-13% -$200K 0.04% 399
2026
Q2 		$1.23M Buy
15,682
+594
+4% +$40.5K 0.04% 429
2026
Q1 		$975K Buy
15,088
+7,123
+89% +$502K 0.04% 461
2025
Q4 		$536K Buy
7,965
+3,677
+86% +$247K 0.02% 631
2025
Q3 		$314K Buy
+4,288
New +$285K 0.01% 780
2024
Q4 		– Sell
-4,403
Closed -$252K – 904
2024
Q3 		$252K Buy
4,403
+526
+14% +$30.2K 0.02% 723
2024
Q2 		$203K Buy
+3,877
New +$170K 0.01% 729
2023
Q2 		– Sell
-1,238
Closed -$47.3K – 1721
2023
Q1 		$47.3K Buy
1,238
+366
+42% +$17.2K ﹤0.01% 1736
2022
Q4 		$49.6K Buy
+872
New +$44.6K ﹤0.01% 1619

Other funds holding HALO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
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

Belpointe Asset Management's HALO Position: Q3 2026 in Review

Belpointe Asset Management reduced its Halozyme (HALO) stake by 13% in Q3 2026, selling an estimated $200K and leaving 13,616 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #399.

Belpointe Asset Management first reported a position in HALO in Q4 2022 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Belpointe Asset Management held 13,616 shares of Halozyme worth $1.5M as of Q3 2026.
  • Belpointe Asset Management sold 2,066 Halozyme shares in Q3 2026, an estimated $200K.
  • Halozyme made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #399 holding.
  • Belpointe Asset Management first reported a position in Halozyme in Q4 2022 and has held it in 9 quarters since.
  • 636 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.