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Juncture Wealth Strategies’s Halozyme HALO Stock Holding History

Juncture Wealth Strategies’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 		$1.28M Sell
11,625
-240
-2% -$23.2K 0.33% 59
2026
Q2 		$929K Buy
11,865
+1,184
+11% +$80.7K 0.24% 67
2026
Q1 		$690K Sell
10,681
-294
-3% -$20.7K 0.23% 65
2025
Q4 		$739K Sell
10,975
-139
-1% -$9.35K 0.24% 58
2025
Q3 		$815K Buy
11,114
+580
+6% +$38.5K 0.27% 53
2025
Q2 		$548K Sell
10,534
-1,851
-15% -$105K 0.19% 64
2025
Q1 		$790K Buy
12,385
+407
+3% +$23.6K 0.31% 56
2024
Q4 		$573K Sell
11,978
-80
-0.7% -$4.1K 0.21% 65
2024
Q3 		$690K Buy
12,058
+415
+4% +$23.8K 0.27% 60
2024
Q2 		$610K Buy
11,643
+4,184
+56% +$183K 0.26% 55
2024
Q1 		$303K Buy
+7,459
New +$280K 0.13% 86

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Juncture Wealth Strategies's HALO Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its Halozyme (HALO) stake by 2% in Q3 2026, selling an estimated $23.2K and leaving 11,625 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #59.

Juncture Wealth Strategies first reported a position in HALO in Q1 2024 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Juncture Wealth Strategies held 11,625 shares of Halozyme worth $1.28M as of Q3 2026.
  • Juncture Wealth Strategies sold 240 Halozyme shares in Q3 2026, an estimated $23.2K.
  • Halozyme made up 0.33% of Juncture Wealth Strategies's portfolio in Q3 2026, its #59 holding.
  • Juncture Wealth Strategies first reported a position in Halozyme in Q1 2024 and has held it in 11 quarters since.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.