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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
2024
Q4 		– Sell
-10,800
Closed -$618K – 182
2024
Q3 		$618K Buy
+10,800
New +$619K 0.15% 63
2024
Q2 		– Sell
-11,300
Closed -$460K – 155
2024
Q1 		$460K Buy
+11,300
New +$424K 0.15% 66

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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.