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Farther Finance Advisors’s Halozyme HALO Stock Holding History

Farther Finance 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
Q3 		$1.22M Sell
11,074
-167
-1% -$16.1K 0.01% 1018
2026
Q2 		$879K Sell
11,241
-2,092
-16% -$143K 0.01% 1180
2026
Q1 		$872K Buy
13,333
+918
+7% +$64.7K 0.01% 1054
2025
Q4 		$836K Buy
12,415
+861
+7% +$57.9K 0.01% 991
2025
Q3 		$847K Buy
11,554
+2,832
+32% +$188K 0.01% 810
2025
Q2 		$454K Buy
8,722
+3,217
+58% +$183K 0.01% 953
2025
Q1 		$341K Buy
5,505
+4,741
+621% +$275K 0.01% 977
2024
Q4 		$36.5K Sell
764
-856
-53% -$43.9K ﹤0.01% 1811
2024
Q3 		$92.7K Buy
1,620
+1,028
+174% +$58.9K ﹤0.01% 1337
2024
Q2 		$30.8K Buy
592
+455
+332% +$20K ﹤0.01% 1607
2024
Q1 		$5.66K Sell
137
-116
-46% -$4.35K ﹤0.01% 2010
2023
Q4 		$9.35K Buy
253
+223
+743% +$8.4K ﹤0.01% 1639
2023
Q3 		$1.15K Hold
30
– – ﹤0.01% 2043
2023
Q2 		$1.08K Buy
30
+25
+500% +$853 ﹤0.01% 1950
2023
Q1 		$191 Buy
+5
New +$235 ﹤0.01% 2203

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors's HALO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Halozyme (HALO) stake by 1.5% in Q3 2026, selling an estimated $16.1K and leaving 11,074 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1018.

Farther Finance Advisors first reported a position in HALO in Q1 2023 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Farther Finance Advisors held 11,074 shares of Halozyme worth $1.22M as of Q3 2026.
  • Farther Finance Advisors sold 167 Halozyme shares in Q3 2026, an estimated $16.1K.
  • Halozyme made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1018 holding.
  • Farther Finance Advisors first reported a position in Halozyme in Q1 2023 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.