Ground Swell Capital’s Halozyme HALO Stock Holding History

Ground Swell Capital’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	-5,567	Closed	-$408K	–	127
2025 Q3	$408K	Buy	+5,567	New	+$370K	0.89%	42
2014 Q3	$2K	Buy	+200	New	+$1.91K	﹤0.01%	1893

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's HALO Position: Q4 2025 in Review

Ground Swell Capital sold out of Halozyme (HALO) in Q4 2025, closing a stake of 5,567 shares — an estimated $408K sold.

Ground Swell Capital first reported a position in HALO in Q3 2014 and held it in 2 quarters. The position peaked at $408K in Q3 2025. 617 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

Ground Swell Capital reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 5,567 Halozyme shares in Q4 2025, an estimated $408K.
Ground Swell Capital first reported a position in Halozyme in Q3 2014 and held it in 2 quarters.
Ground Swell Capital's Halozyme position peaked at $408K in Q3 2025.
617 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.