Elevation Wealth Partners
HALO icon

Elevation Wealth Partners’s Halozyme HALO Stock Holding History

Elevation Wealth Partners’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 		$3.09K Hold
28
– – ﹤0.01% 1185
2026
Q2 		$2.19K Buy
+28
New +$1.91K ﹤0.01% 1187
2026
Q1 		– Sell
-119
Closed -$8.01K – 1105
2025
Q4 		$8.01K Buy
+119
New +$8K ﹤0.01% 527

Other funds holding HALO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's HALO Position: Q3 2026 in Review

Elevation Wealth Partners held its Halozyme (HALO) position steady in Q3 2026 at 28 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Elevation Wealth Partners first reported a position in HALO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.01K in Q4 2025. 249 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Elevation Wealth Partners held 28 shares of Halozyme worth $3.09K as of Q3 2026.
  • Elevation Wealth Partners left its Halozyme share count unchanged in Q3 2026.
  • Halozyme made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1185 holding.
  • Elevation Wealth Partners first reported a position in Halozyme in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Halozyme position peaked at $8.01K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.