Larson Financial Group
HALO icon

Larson Financial Group’s Halozyme HALO Stock Holding History

Larson Financial Group’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 		$46.4K Buy
420
+9
+2% +$869 ﹤0.01% 1632
2026
Q2 		$32.2K Sell
411
-208
-34% -$14.2K ﹤0.01% 1743
2026
Q1 		$40K Buy
619
+345
+126% +$24.3K ﹤0.01% 1465
2025
Q4 		$18.4K Sell
274
-80
-23% -$5.38K ﹤0.01% 1768
2025
Q3 		$26K Buy
354
+343
+3,118% +$22.8K ﹤0.01% 1489
2025
Q2 		$572 Buy
11
+4
+57% +$228 ﹤0.01% 2824
2025
Q1 		$447 Buy
7
+5
+250% +$290 ﹤0.01% 2606
2024
Q4 		$96 Sell
2
-192
-99% -$9.8K ﹤0.01% 2608
2024
Q3 		$11.1K Buy
194
+192
+9,600% +$11K ﹤0.01% 1441
2024
Q2 		$105 Hold
2
– – ﹤0.01% 2231
2024
Q1 		$81 Hold
2
– – ﹤0.01% 1720
2023
Q4 		$74 Buy
+2
New +$75 ﹤0.01% 1732

Other funds holding HALO

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Larson Financial Group's HALO Position: Q3 2026 in Review

Larson Financial Group increased its Halozyme (HALO) stake by 2.2% in Q3 2026, buying an estimated $869 and bringing the position to 420 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Larson Financial Group first reported a position in HALO in Q4 2023 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Larson Financial Group held 420 shares of Halozyme worth $46.4K as of Q3 2026.
  • Larson Financial Group bought 9 Halozyme shares in Q3 2026, an estimated $869.
  • Halozyme made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1632 holding.
  • Larson Financial Group first reported a position in Halozyme in Q4 2023 and has held it in 12 quarters since.
  • 374 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.