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Gibbs Wealth Management’s Halozyme HALO Stock Holding History

Gibbs Wealth 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
2026
Q1 		$585K Buy
9,049
+5,948
+192% +$419K 0.08% 253
2025
Q4 		$225K Sell
3,101
-7
-0.2% -$471 0.05% 306
2025
Q3 		$228K Sell
3,108
-1,156
-27% -$76.8K 0.05% 306
2025
Q2 		$222K Buy
4,264
+741
+21% +$42.2K 0.04% 337
2025
Q1 		$225K Buy
+3,523
New +$205K 0.05% 290

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

Gibbs Wealth Management's HALO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Halozyme (HALO) stake by 192% in Q1 2026, buying an estimated $419K and bringing the position to 9,049 shares worth $585K. The position accounts for 0.08% of the portfolio, ranked #253.

Gibbs Wealth Management first reported a position in HALO in Q1 2025 and has held it in 5 quarters since. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Gibbs Wealth Management held 9,049 shares of Halozyme worth $585K as of Q1 2026.
  • Gibbs Wealth Management bought 5,948 Halozyme shares in Q1 2026, an estimated $419K.
  • Halozyme made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Gibbs Wealth Management first reported a position in Halozyme in Q1 2025 and has held it in 5 quarters since.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.