Net Worth Advisory Group
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Net Worth Advisory Group’s Halozyme HALO Stock Holding History

Net Worth Advisory 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
Q3 		$816K Buy
7,634
+351
+5% +$33.9K 0.21% 125
2026
Q2 		$570K Sell
7,283
-190
-3% -$13K 0.14% 165
2026
Q1 		$483K Buy
7,473
+656
+10% +$46.2K 0.1% 207
2025
Q4 		$459K Buy
6,817
+1,062
+18% +$71.4K 0.09% 223
2025
Q3 		$422K Sell
5,755
-297
-5% -$19.7K 0.12% 190
2025
Q2 		$315K Buy
6,052
+426
+8% +$24.2K 0.07% 288
2025
Q1 		$359K Sell
5,626
-52
-0.9% -$3.02K 0.11% 208
2024
Q4 		$271K Sell
5,678
-42
-0.7% -$2.15K 0.08% 278
2024
Q3 		$327K Buy
+5,720
New +$328K 0.1% 245

Other funds holding HALO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Net Worth Advisory Group's HALO Position: Q3 2026 in Review

Net Worth Advisory Group increased its Halozyme (HALO) stake by 4.8% in Q3 2026, buying an estimated $33.9K and bringing the position to 7,634 shares worth $816K. The position accounts for 0.21% of the portfolio, ranked #125.

Net Worth Advisory Group first reported a position in HALO in Q3 2024 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Net Worth Advisory Group held 7,634 shares of Halozyme worth $816K as of Q3 2026.
  • Net Worth Advisory Group bought 351 Halozyme shares in Q3 2026, an estimated $33.9K.
  • Halozyme made up 0.21% of Net Worth Advisory Group's portfolio in Q3 2026, its #125 holding.
  • Net Worth Advisory Group first reported a position in Halozyme in Q3 2024 and has held it in 9 quarters since.
  • 210 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.