Gradient Investments
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Gradient Investments’s Halozyme HALO Stock Holding History

Gradient Investments’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 		$1.65M Sell
14,952
-1,485
-9% -$143K 0.02% 279
2026
Q2 		$1.29M Buy
+16,437
New +$1.12M 0.02% 304

Other funds holding HALO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Gradient Investments's HALO Position: Q3 2026 in Review

Gradient Investments reduced its Halozyme (HALO) stake by 9% in Q3 2026, selling an estimated $143K and leaving 14,952 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #279.

Gradient Investments first reported a position in HALO in Q2 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Gradient Investments held 14,952 shares of Halozyme worth $1.65M as of Q3 2026.
  • Gradient Investments sold 1,485 Halozyme shares in Q3 2026, an estimated $143K.
  • Halozyme made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #279 holding.
  • Gradient Investments first reported a position in Halozyme in Q2 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.