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 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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return