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Legacy Wealth Asset Management’s Halozyme HALO Stock Holding History

Legacy Wealth Asset 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 		$575K Buy
5,210
+1,447
+38% +$140K 0.13% 239
2026
Q2 		$295K Sell
3,763
-64
-2% -$4.36K 0.06% 322
2026
Q1 		$247K Buy
3,827
+138
+4% +$9.73K 0.06% 334
2025
Q4 		$248K Buy
3,689
+59
+2% +$3.97K 0.06% 336
2025
Q3 		$266K Sell
3,630
-1,325
-27% -$88K 0.06% 327
2025
Q2 		$258K Buy
4,955
+1,010
+26% +$57.5K 0.07% 328
2025
Q1 		$252K Buy
+3,945
New +$229K 0.07% 318
2024
Q4 		– Sell
-3,858
Closed -$221K – 354
2024
Q3 		$221K Buy
+3,858
New +$221K 0.06% 332

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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 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

Legacy Wealth Asset Management's HALO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Halozyme (HALO) stake by 38% in Q3 2026, buying an estimated $140K and bringing the position to 5,210 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #239.

Legacy Wealth Asset Management first reported a position in HALO in Q3 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Legacy Wealth Asset Management held 5,210 shares of Halozyme worth $575K as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,447 Halozyme shares in Q3 2026, an estimated $140K.
  • Halozyme made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #239 holding.
  • Legacy Wealth Asset Management first reported a position in Halozyme in Q3 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.