Pathstone Holdings
HALO icon

Pathstone Holdings’s Halozyme HALO Stock Holding History

Pathstone Holdings’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
Q1 		$541K Sell
8,369
-354
-4% -$25K ﹤0.01% 1721
2025
Q4 		$587K Sell
8,723
-330
-4% -$22.2K ﹤0.01% 1682
2025
Q3 		$664K Buy
9,053
+229
+3% +$15.2K ﹤0.01% 1627
2025
Q2 		$459K Sell
8,824
-282
-3% -$16K ﹤0.01% 1756
2025
Q1 		$581K Buy
9,106
+227
+3% +$13.2K ﹤0.01% 1647
2024
Q4 		$425K Sell
8,879
-510
-5% -$26.2K ﹤0.01% 1802
2024
Q3 		$537K Sell
9,389
-1,417
-13% -$81.2K ﹤0.01% 1691
2024
Q2 		$566K Sell
10,806
-2,755
-20% -$121K ﹤0.01% 1623
2024
Q1 		$552K Buy
+13,561
New +$508K ﹤0.01% 1636

Other funds holding HALO

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VCM
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VPM
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State Street
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Invesco
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Bank of America
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return