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Monument Capital Management’s Halozyme HALO Stock Holding History

Monument Capital 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 		$3.15M Buy
+28,511
New +$2.75M 0.66% 55
2025
Q4 		– Sell
-27,468
Closed -$2.01M – 232
2025
Q3 		$2.01M Buy
+27,468
New +$1.82M 0.5% 74

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
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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Monument Capital Management's HALO Position: Q3 2026 in Review

Monument Capital Management opened a new position in Halozyme (HALO) in Q3 2026: 28,511 shares worth $3.15M. The stake represents 0.66% of the portfolio and ranks #55 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in HALO as recently as Q3 2025.

Monument Capital Management first reported a position in HALO in Q3 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Monument Capital Management held 28,511 shares of Halozyme worth $3.15M as of Q3 2026.
  • Halozyme was a new Monument Capital Management position in Q3 2026.
  • Halozyme made up 0.66% of Monument Capital Management's portfolio in Q3 2026, its #55 holding.
  • Monument Capital Management first reported a position in Halozyme in Q3 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.