DWM
HALO icon

Diversify Wealth Management’s Halozyme HALO Stock Holding History

Diversify 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
Q1 		$1.99M Buy
31,504
+10,371
+49% +$731K 0.04% 384
2025
Q4 		$1.51M Buy
21,133
+1,383
+7% +$93K 0.07% 247
2025
Q3 		$1.31M Buy
19,750
+722
+4% +$48K 0.08% 239
2025
Q2 		$1.22M Buy
19,028
+1,733
+10% +$98.6K 0.08% 248
2025
Q1 		$1.05M Buy
17,295
+1,831
+12% +$106K 0.08% 237
2024
Q4 		$816K Buy
15,464
+6,025
+64% +$309K 0.06% 250
2024
Q3 		$480K Buy
9,439
+2,108
+29% +$121K 0.05% 325
2024
Q2 		$382K Buy
+7,331
New +$322K 0.05% 320

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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