KWM
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
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

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