Koa Wealth Management
HALO icon

Koa Wealth Management’s Halozyme HALO Stock Holding History

Koa Wealth Management’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 		$10.3M Sell
92,992
-1,341
-1% -$130K 6.65% 5
2026
Q2 		$7.38M Buy
94,333
+511
+0.5% +$34.8K 5.02% 5
2026
Q1 		$6.06M Buy
93,822
+714
+0.8% +$50.3K 4.38% 5
2025
Q4 		$6.27M Buy
93,108
+6,465
+7% +$435K 4.3% 5
2025
Q3 		$6.35M Sell
86,643
-3,878
-4% -$258K 4.71% 4
2025
Q2 		$4.71M Buy
90,521
+5,043
+6% +$287K 3.74% 6
2025
Q1 		$5.45M Buy
85,478
+3,071
+4% +$178K 4.4% 5
2024
Q4 		$3.94M Buy
82,407
+7,924
+11% +$406K 3.22% 6
2024
Q3 		$4.26M Buy
74,483
+915
+1% +$52.5K 3.29% 8
2024
Q2 		$3.85M Sell
73,568
-848
-1% -$37.2K 3.26% 8
2024
Q1 		$3.03M Buy
74,416
+9,503
+15% +$356K 2.73% 11
2023
Q4 		$2.4M Buy
+64,913
New +$2.44M 2.37% 14

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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 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
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 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

Koa Wealth Management's HALO Position: Q3 2026 in Review

Koa Wealth Management reduced its Halozyme (HALO) stake by 1.4% in Q3 2026, selling an estimated $130K and leaving 92,992 shares worth $10.3M. The position accounts for 6.65% of the portfolio, ranked #5.

Koa Wealth Management first reported a position in HALO in Q4 2023 and has held it in 12 quarters since. 249 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Koa Wealth Management held 92,992 shares of Halozyme worth $10.3M as of Q3 2026.
  • Koa Wealth Management sold 1,341 Halozyme shares in Q3 2026, an estimated $130K.
  • Halozyme made up 6.65% of Koa Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Koa Wealth Management first reported a position in Halozyme in Q4 2023 and has held it in 12 quarters since.
  • 249 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.