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Outlook Wealth Advisors’s Halozyme HALO Stock Holding History

Outlook 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 		– Sell
-7,338
Closed -$382K – 305
2025
Q2 		$382K Sell
7,338
-126
-2% -$7.17K 0.1% 191
2025
Q1 		$476K Buy
7,464
+36
+0.5% +$2.09K 0.13% 140
2024
Q4 		$355K Buy
+7,428
New +$381K 0.1% 202
2023
Q2 		– Sell
-11,974
Closed -$457K – 212
2023
Q1 		$457K Buy
+11,974
New +$562K 0.2% 120

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

Outlook Wealth Advisors's HALO Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Halozyme (HALO) in Q3 2025, closing a stake of 7,338 shares — an estimated $382K sold.

Outlook Wealth Advisors first reported a position in HALO in Q1 2023 and held it in 4 quarters. The position peaked at $476K in Q1 2025. 602 funds tracked by Wall St. Rank hold HALO as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Halozyme position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,338 Halozyme shares in Q3 2025, an estimated $382K.
  • Outlook Wealth Advisors first reported a position in Halozyme in Q1 2023 and held it in 4 quarters.
  • Outlook Wealth Advisors's Halozyme position peaked at $476K in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Halozyme as of Q3 2025.

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