PWM
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Pacific Wealth Management’s Halozyme HALO Stock Holding History

Pacific Wealth Management’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
Q3 		$241K Sell
2,184
-3,217
-60% -$311K 0.11% 20
2026
Q2 		$423K Hold
5,401
– – 0.19% 12
2026
Q1 		$349K Buy
+5,401
New +$381K 0.19% 13

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Pacific Wealth Management's HALO Position: Q3 2026 in Review

Pacific Wealth Management reduced its Halozyme (HALO) stake by 60% in Q3 2026, selling an estimated $311K and leaving 2,184 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #20.

Pacific Wealth Management first reported a position in HALO in Q1 2026 and has held it in 3 quarters since. The position peaked at $423K in Q2 2026. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Pacific Wealth Management held 2,184 shares of Halozyme worth $241K as of Q3 2026.
  • Pacific Wealth Management sold 3,217 Halozyme shares in Q3 2026, an estimated $311K.
  • Halozyme made up 0.11% of Pacific Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Pacific Wealth Management first reported a position in Halozyme in Q1 2026 and has held it in 3 quarters since.
  • Pacific Wealth Management's Halozyme position peaked at $423K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.