Empower Advisory Group
HALO icon

Empower Advisory Group’s Halozyme HALO Stock Holding History

Empower Advisory Group’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 		$214K Sell
3,310
-4,908
-60% -$346K ﹤0.01% 486
2025
Q4 		$553K Buy
8,218
+4,109
+100% +$276K ﹤0.01% 327
2025
Q3 		$301K Sell
4,109
-341
-8% -$22.7K ﹤0.01% 429
2025
Q2 		$231K Hold
4,450
– – ﹤0.01% 455
2025
Q1 		$284K Sell
4,450
-1,257
-22% -$73K ﹤0.01% 408
2024
Q4 		$273K Hold
5,707
– – ﹤0.01% 429
2024
Q3 		$327K Sell
5,707
-161
-3% -$9.23K ﹤0.01% 383
2024
Q2 		$307K Hold
5,868
– – ﹤0.01% 389
2024
Q1 		$239K Sell
5,868
-1,519
-21% -$56.9K ﹤0.01% 461
2023
Q4 		$273K Hold
7,387
– – ﹤0.01% 413
2023
Q3 		$282K Hold
7,387
– – ﹤0.01% 394
2023
Q2 		$266K Hold
7,387
– – ﹤0.01% 412
2023
Q1 		$286K Buy
+7,387
New +$346K ﹤0.01% 394

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