Congress Asset Management
HALO icon

Congress Asset Management’s Halozyme HALO Stock Holding History

Congress 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 		$252M Buy
2,281,615
+1,052,509
+86% +$102M 1.63% 6
2026
Q2 		$96.2M Sell
1,229,106
-51,486
-4% -$3.51M 0.59% 63
2026
Q1 		$82.8M Sell
1,280,592
-21,588
-2% -$1.52M 0.59% 60
2025
Q4 		$87.6M Sell
1,302,180
-134,353
-9% -$9.04M 0.62% 54
2025
Q3 		$105M Sell
1,436,533
-398,878
-22% -$26.5M 0.7% 51
2025
Q2 		$95.5M Sell
1,835,411
-297,296
-14% -$16.9M 0.65% 52
2025
Q1 		$136M Buy
2,132,707
+172,971
+9% +$10M 1.02% 26
2024
Q4 		$93.7M Sell
1,959,736
-473,843
-19% -$24.3M 0.63% 70
2024
Q3 		$139M Buy
2,433,579
+1,988,238
+446% +$114M 0.95% 30
2024
Q2 		$23.3M Buy
445,341
+37,474
+9% +$1.64M 0.17% 121
2024
Q1 		$16.6M Buy
407,867
+56,791
+16% +$2.13M 0.12% 140
2023
Q4 		$13M Buy
351,076
+47,359
+16% +$1.78M 0.1% 153
2023
Q3 		$11.6M Buy
303,717
+14,613
+5% +$599K 0.1% 153
2023
Q2 		$10.4M Buy
+289,104
New +$9.86M 0.09% 165

Other funds holding HALO

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Congress Asset Management increased its Halozyme (HALO) stake by 86% in Q3 2026, buying an estimated $102M and bringing the position to 2,281,615 shares worth $252M. The position accounts for 1.63% of the portfolio, ranked #6.

Congress Asset Management first reported a position in HALO in Q2 2023 and has held it in 14 quarters since. 73 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Congress Asset Management held 2,281,615 shares of Halozyme worth $252M as of Q3 2026.
  • Congress Asset Management bought 1,052,509 Halozyme shares in Q3 2026, an estimated $102M.
  • Halozyme made up 1.63% of Congress Asset Management's portfolio in Q3 2026, its #6 holding.
  • Congress Asset Management first reported a position in Halozyme in Q2 2023 and has held it in 14 quarters since.
  • 73 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.