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 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 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

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

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return