Focus Partners Wealth
HALO icon

Focus Partners Wealth’s Halozyme HALO Stock Holding History

Focus Partners Wealth’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 		$10.9M Buy
169,286
+45,387
+37% +$3.2M 0.01% 694
2025
Q4 		$8.34M Buy
123,899
+806
+0.7% +$54.2K 0.01% 762
2025
Q3 		$9.01M Sell
123,093
-9,550
-7% -$634K 0.01% 583
2025
Q2 		$6.9M Buy
132,643
+11,828
+10% +$673K 0.02% 581
2025
Q1 		$7.71M Buy
120,815
+40,260
+50% +$2.34M 0.02% 522
2024
Q4 		$3.85M Buy
80,555
+1,049
+1% +$53.8K 0.01% 684
2024
Q3 		$4.55M Sell
79,506
-13,147
-14% -$754K 0.01% 582
2024
Q2 		$4.85M Buy
92,653
+1,308
+1% +$57.4K 0.02% 502
2024
Q1 		$3.72M Buy
91,345
+11,552
+14% +$433K 0.03% 374
2023
Q4 		$2.95M Buy
+79,793
New +$3.01M 0.04% 304

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