Impact Partnership Wealth
HALO icon

Impact Partnership Wealth’s Halozyme HALO Stock Holding History

Impact Partnership 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
Q3 		$974K Sell
8,824
-251
-3% -$24.2K 0.09% 155
2026
Q2 		$710K Buy
9,075
+1,861
+26% +$127K 0.07% 195
2026
Q1 		$466K Buy
7,214
+552
+8% +$38.9K 0.06% 210
2025
Q4 		$448K Buy
+6,662
New +$448K 0.06% 212

Other funds holding HALO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Impact Partnership Wealth's HALO Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Halozyme (HALO) stake by 2.8% in Q3 2026, selling an estimated $24.2K and leaving 8,824 shares worth $974K. The position accounts for 0.09% of the portfolio, ranked #155.

Impact Partnership Wealth first reported a position in HALO in Q4 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Impact Partnership Wealth held 8,824 shares of Halozyme worth $974K as of Q3 2026.
  • Impact Partnership Wealth sold 251 Halozyme shares in Q3 2026, an estimated $24.2K.
  • Halozyme made up 0.09% of Impact Partnership Wealth's portfolio in Q3 2026, its #155 holding.
  • Impact Partnership Wealth first reported a position in Halozyme in Q4 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.