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Moran Wealth Management’s Halozyme HALO Stock Holding History

Moran 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 		$1.97M Sell
30,477
-5,119
-14% -$361K 0.06% 312
2025
Q4 		$2.4M Buy
35,596
+151
+0.4% +$10.2K 0.07% 268
2025
Q3 		$2.6M Buy
35,445
+25,652
+262% +$1.7M 0.08% 257
2025
Q2 		$509K Buy
+9,793
New +$557K 0.02% 414

Other funds holding HALO

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Moran Wealth Management's HALO Position: Q1 2026 in Review

Moran Wealth Management reduced its Halozyme (HALO) stake by 14% in Q1 2026, selling an estimated $361K and leaving 30,477 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #312.

Moran Wealth Management first reported a position in HALO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Moran Wealth Management held 30,477 shares of Halozyme worth $1.97M as of Q1 2026.
  • Moran Wealth Management sold 5,119 Halozyme shares in Q1 2026, an estimated $361K.
  • Halozyme made up 0.06% of Moran Wealth Management's portfolio in Q1 2026, its #312 holding.
  • Moran Wealth Management first reported a position in Halozyme in Q2 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Halozyme position peaked at $2.6M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.