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HALO icon

NewEdge Advisors’s Halozyme HALO Stock Holding History

NewEdge Advisors’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 		$319K Sell
4,933
-6,643
-57% -$468K ﹤0.01% 2300
2025
Q4 		$779K Buy
11,576
+4,643
+67% +$312K ﹤0.01% 1643
2025
Q3 		$508K Buy
6,933
+6,811
+5,583% +$452K ﹤0.01% 1793
2025
Q2 		$6.35K Hold
122
– – ﹤0.01% 3346
2025
Q1 		$7.79K Sell
122
-5
-4% -$290 ﹤0.01% 3181
2024
Q4 		$6.07K Hold
127
– – ﹤0.01% 3178
2024
Q3 		$7.27K Hold
127
– – ﹤0.01% 3037
2024
Q2 		$6.65K Sell
127
-228
-64% -$10K ﹤0.01% 2998
2024
Q1 		$14.4K Sell
355
-107
-23% -$4.01K ﹤0.01% 2740
2023
Q4 		$17.1K Buy
462
+249
+117% +$9.38K ﹤0.01% 2634
2023
Q3 		$8.14K Buy
213
+52
+32% +$2.13K ﹤0.01% 2650
2023
Q2 		$5.81K Sell
161
-1,161
-88% -$39.6K ﹤0.01% 2760
2023
Q1 		$50.5K Sell
1,322
-272
-17% -$12.8K ﹤0.01% 1991
2022
Q4 		$9.7K Buy
+1,594
New +$81.6K ﹤0.01% 2381

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