EWA
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EverSource Wealth Advisors’s Halozyme HALO Stock Holding History

EverSource Wealth Advisors’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 		$194K Buy
3,001
+48
+2% +$3.38K 0.01% 1075
2025
Q4 		$199K Sell
2,953
-96
-3% -$6.46K 0.01% 951
2025
Q3 		$224K Buy
3,049
+364
+14% +$24.2K 0.01% 850
2025
Q2 		$140K Buy
2,685
+174
+7% +$9.9K 0.01% 1033
2025
Q1 		$160K Buy
2,511
+211
+9% +$12.3K 0.01% 746
2024
Q4 		$110K Buy
2,300
+30
+1% +$1.54K 0.01% 872
2024
Q3 		$130K Sell
2,270
-111
-5% -$6.36K 0.01% 706
2024
Q2 		$132K Buy
2,381
+41
+2% +$1.8K 0.01% 704
2024
Q1 		$89.2K Sell
2,340
-67
-3% -$2.51K 0.01% 751
2023
Q4 		$89K Sell
2,407
-82
-3% -$3.09K 0.01% 681
2023
Q3 		$95.1K Buy
2,489
+40
+2% +$1.64K 0.01% 581
2023
Q2 		$88.3K Buy
+2,449
New +$83.6K 0.01% 622
2022
Q2 		– Sell
-215
Closed -$9K – 1779
2022
Q1 		$9K Hold
215
– – ﹤0.01% 1013
2021
Q4 		$9K Buy
+215
New +$8.03K ﹤0.01% 998

Other funds holding HALO

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

EverSource Wealth Advisors's HALO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Halozyme (HALO) stake by 1.6% in Q1 2026, buying an estimated $3.38K and bringing the position to 3,001 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #1075.

EverSource Wealth Advisors first reported a position in HALO in Q4 2021 and has held it in 14 quarters since. The position peaked at $224K in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • EverSource Wealth Advisors held 3,001 shares of Halozyme worth $194K as of Q1 2026.
  • EverSource Wealth Advisors bought 48 Halozyme shares in Q1 2026, an estimated $3.38K.
  • Halozyme made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1075 holding.
  • EverSource Wealth Advisors first reported a position in Halozyme in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Halozyme position peaked at $224K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.