Envestnet Portfolio Solutions
HALO icon

Envestnet Portfolio Solutions’s Halozyme HALO Stock Holding History

Envestnet Portfolio Solutions’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 		$742K Sell
11,481
-2,547
-18% -$180K ﹤0.01% 747
2025
Q4 		$944K Buy
14,028
+485
+4% +$32.6K ﹤0.01% 781
2025
Q3 		$993K Sell
13,543
-2,963
-18% -$197K ﹤0.01% 741
2025
Q2 		$859K Buy
16,506
+5,214
+46% +$297K ﹤0.01% 851
2025
Q1 		$721K Sell
11,292
-6,143
-35% -$357K ﹤0.01% 910
2024
Q4 		$834K Sell
17,435
-446
-2% -$22.9K ﹤0.01% 1011
2024
Q3 		$1.02M Buy
17,881
+6,414
+56% +$368K ﹤0.01% 884
2024
Q2 		$600K Buy
11,467
+2,016
+21% +$88.4K ﹤0.01% 1059
2024
Q1 		$384K Sell
9,451
-1,632
-15% -$61.2K ﹤0.01% 1223
2023
Q4 		$410K Sell
11,083
-1,394
-11% -$52.5K ﹤0.01% 1131
2023
Q3 		$477K Buy
+12,477
New +$511K ﹤0.01% 1007

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