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One Wealth Advisors’s Halozyme HALO Stock Holding History

One 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
Q2 		– Sell
-3,443
Closed -$220K – 290
2025
Q1 		$220K Buy
+3,443
New +$200K 0.03% 263
2024
Q4 		– Sell
-3,596
Closed -$206K – 268
2024
Q3 		$206K Buy
+3,596
New +$206K 0.03% 255
2023
Q1 		– Sell
-358
Closed -$20.4K – 360
2022
Q4 		$20.4K Buy
+358
New +$18.3K ﹤0.01% 525

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Wealth Advisors's HALO Position: Q2 2025 in Review

One Wealth Advisors sold out of Halozyme (HALO) in Q2 2025, closing a stake of 3,443 shares — an estimated $220K sold.

One Wealth Advisors first reported a position in HALO in Q4 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • One Wealth Advisors reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • One Wealth Advisors sold 3,443 Halozyme shares in Q2 2025, an estimated $220K.
  • One Wealth Advisors first reported a position in Halozyme in Q4 2022 and held it in 3 quarters.
  • One Wealth Advisors's Halozyme position peaked at $220K in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.