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Forum Financial Management’s Halozyme HALO Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-2,742
Closed -$201K – 1032
2025
Q3 		$201K Buy
+2,742
New +$182K ﹤0.01% 975

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's HALO Position: Q4 2025 in Review

Forum Financial Management sold out of Halozyme (HALO) in Q4 2025, closing a stake of 2,742 shares — an estimated $201K sold.

Forum Financial Management first reported a position in HALO in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 619 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • Forum Financial Management reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,742 Halozyme shares in Q4 2025, an estimated $201K.
  • Forum Financial Management first reported a position in Halozyme in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's Halozyme position peaked at $201K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.