Congress Wealth Management’s Halozyme HALO Stock Holding History

Congress 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
2025 Q2	$12.8M	Sell	245,177 -35,563	-13%	-$2.02M	0.12%	197
2025 Q1	$17.9M	Buy	280,740 +50,975	+22%	+$2.96M	0.21%	120
2024 Q4	$11M	Sell	229,765 -68,660	-23%	-$3.52M	0.15%	184
2024 Q3	$17.1M	Buy	298,425 +231,377	+345%	+$13.3M	0.23%	129
2024 Q2	$3.51M	Buy	67,048 +6,135	+10%	+$269K	0.06%	291
2024 Q1	$2.48M	Buy	60,913 +8,402	+16%	+$315K	0.04%	291
2023 Q4	$1.94M	Buy	52,511 +3,963	+8%	+$149K	0.04%	316
2023 Q3	$1.85M	Buy	48,548 +3,514	+8%	+$144K	0.04%	312
2023 Q2	$1.62M	Buy	+45,034	New	+$1.54M	0.04%	289

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's HALO Position: Q2 2025 in Review

Congress Wealth Management reduced its Halozyme (HALO) stake by 13% in Q2 2025, selling an estimated $2.02M and leaving 245,177 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #197.

Congress Wealth Management first reported a position in HALO in Q2 2023 and has held it in 9 quarters since. The position peaked at $17.9M in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

Congress Wealth Management held 245,177 shares of Halozyme worth $12.8M as of Q2 2025.
Congress Wealth Management sold 35,563 Halozyme shares in Q2 2025, an estimated $2.02M.
Halozyme made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #197 holding.
Congress Wealth Management first reported a position in Halozyme in Q2 2023 and has held it in 9 quarters since.
Congress Wealth Management's Halozyme position peaked at $17.9M in Q1 2025.
551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.