Fiduciary Alliance’s Halozyme HALO Stock Holding History

Fiduciary Alliance’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	$413K	Sell	3,737 -168	-4%	-$16.2K	0.03%	351
2026 Q2	$306K	Sell	3,905 -18	-0.5%	-$1.23K	0.02%	438
2026 Q1	$267K	Sell	3,923 -2,208	-36%	-$156K	0.02%	472
2025 Q4	$413K	Sell	6,131 -4	-0.1%	-$269	0.03%	365
2025 Q3	$450K	Sell	6,135 -185	-3%	-$12.3K	0.03%	355
2025 Q2	$329K	Sell	6,320 -1,302	-17%	-$74.1K	0.02%	377
2025 Q1	$486K	Sell	7,622 -700	-8%	-$40.7K	0.05%	259
2024 Q4	$398K	Buy	+8,322	New	+$427K	0.04%	260

Other funds holding HALO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fiduciary Alliance's HALO Position: Q3 2026 in Review

Fiduciary Alliance reduced its Halozyme (HALO) stake by 4.3% in Q3 2026, selling an estimated $16.2K and leaving 3,737 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #351.

Fiduciary Alliance first reported a position in HALO in Q4 2024 and has held it in 8 quarters since. The position peaked at $486K in Q1 2025. 443 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

Fiduciary Alliance held 3,737 shares of Halozyme worth $413K as of Q3 2026.
Fiduciary Alliance sold 168 Halozyme shares in Q3 2026, an estimated $16.2K.
Halozyme made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #351 holding.
Fiduciary Alliance first reported a position in Halozyme in Q4 2024 and has held it in 8 quarters since.
Fiduciary Alliance's Halozyme position peaked at $486K in Q1 2025.
443 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.