Oak Hill Wealth Advisors’s Halozyme HALO Stock Holding History

Oak Hill Wealth 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
2025 Q3	$785K	Hold	10,700	–	–	0.15%	77
2025 Q2	$597K	Hold	10,700	–	–	0.12%	89
2025 Q1	$683K	Sell	10,700 -100	-0.9%	-$5.81K	0.16%	64
2024 Q4	$516K	Buy	+10,800	New	+$554K	0.12%	85
2024 Q3	–	Sell	-10,800	Closed	-$619K	–	160
2024 Q2	$565K	Buy	+10,800	New	+$474K	0.17%	57
2024 Q1	–	Sell	-12,500	Closed	-$469K	–	147
2023 Q4	$462K	Hold	12,500	–	–	0.16%	63
2023 Q3	$478K	Hold	12,500	–	–	0.18%	62
2023 Q2	$451K	Hold	12,500	–	–	0.17%	63
2023 Q1	$477K	Hold	12,500	–	–	0.19%	63
2022 Q4	$711K	Buy	+12,500	New	+$640K	0.29%	52

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oak Hill Wealth Advisors's HALO Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Halozyme (HALO) position steady in Q3 2025 at 10,700 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #77.

Oak Hill Wealth Advisors first reported a position in HALO in Q4 2022 and has held it in 10 quarters since. 602 funds tracked by Wall St. Rank hold HALO as of Q3 2025.

Oak Hill Wealth Advisors held 10,700 shares of Halozyme worth $785K as of Q3 2025.
Oak Hill Wealth Advisors left its Halozyme share count unchanged in Q3 2025.
Halozyme made up 0.15% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #77 holding.
Oak Hill Wealth Advisors first reported a position in Halozyme in Q4 2022 and has held it in 10 quarters since.
602 funds tracked by Wall St. Rank held Halozyme as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.