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Newbridge Financial Services Group’s Halozyme HALO Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-467
Closed -$34.2K – 1305
2025
Q3 		$34.2K Sell
467
-154
-25% -$10.2K 0.01% 598
2025
Q2 		$32.3K Buy
+621
New +$35.3K 0.01% 595
2024
Q2 		– Sell
-10
Closed -$407 – 1151
2024
Q1 		$407 Buy
+10
New +$375 ﹤0.01% 1104

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's HALO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Halozyme (HALO) in Q4 2025, closing a stake of 467 shares — an estimated $34.2K sold.

Newbridge Financial Services Group first reported a position in HALO in Q1 2024 and held it in 3 quarters. The position peaked at $34.2K in Q3 2025. 619 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 467 Halozyme shares in Q4 2025, an estimated $34.2K.
  • Newbridge Financial Services Group first reported a position in Halozyme in Q1 2024 and held it in 3 quarters.
  • Newbridge Financial Services Group's Halozyme position peaked at $34.2K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.