KAS
HALO icon

Kestra Advisory Services’s Halozyme HALO Stock Holding History

Kestra Advisory Services’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 		$622K Sell
9,620
-2,086
-18% -$147K ﹤0.01% 2061
2025
Q4 		$788K Buy
11,706
+4,885
+72% +$329K ﹤0.01% 1829
2025
Q3 		$500K Sell
6,821
-1,141
-14% -$75.8K ﹤0.01% 2074
2025
Q2 		$414K Sell
7,962
-811
-9% -$46.1K ﹤0.01% 2105
2025
Q1 		$560K Sell
8,773
-7,864
-47% -$457K ﹤0.01% 1752
2024
Q4 		$795K Buy
16,637
+352
+2% +$18.1K ﹤0.01% 1544
2024
Q3 		$932K Buy
16,285
+11,324
+228% +$649K 0.01% 1369
2024
Q2 		$260K Buy
+4,961
New +$218K ﹤0.01% 2209
2023
Q1 		– Sell
-5,285
Closed -$301K – 2175
2022
Q4 		$301K Buy
+5,285
New +$271K ﹤0.01% 1744

Other funds holding HALO

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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