NFG
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Nations Financial Group’s Halozyme HALO Stock Holding History

Nations 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
Q1 		$981K Buy
15,177
+183
+1% +$12.9K 0.05% 368
2025
Q4 		$1.01M Sell
14,994
-166
-1% -$11.2K 0.05% 353
2025
Q3 		$1.11M Buy
15,160
+74
+0.5% +$4.92K 0.07% 295
2025
Q2 		$785K Buy
15,086
+657
+5% +$37.4K 0.05% 345
2025
Q1 		$921K Buy
14,429
+367
+3% +$21.3K 0.07% 290
2024
Q4 		$672K Buy
14,062
+328
+2% +$16.8K 0.05% 369
2024
Q3 		$786K Buy
13,734
+815
+6% +$46.7K 0.06% 324
2024
Q2 		$676K Buy
12,919
+3,480
+37% +$153K 0.06% 336
2024
Q1 		$384K Buy
9,439
+3,067
+48% +$115K 0.03% 486
2023
Q4 		$236K Buy
+6,372
New +$240K 0.02% 564

Other funds holding HALO

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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