Pinnacle Wealth Planning Services’s Halozyme HALO Stock Holding History

Pinnacle Wealth Planning Services’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	$53.8K	Hold	487	–	–	0.01%	1217
2026 Q2	$38.1K	Sell	487 -5	-1%	-$341	﹤0.01%	1460
2026 Q1	$31.8K	Sell	492 -202	-29%	-$14.2K	﹤0.01%	1455
2025 Q4	$46.7K	Sell	694 -2,107	-75%	-$142K	﹤0.01%	1241
2025 Q3	$205K	Buy	+2,801	New	+$186K	0.02%	448
2025 Q2	–	Sell	-3,588	Closed	-$229K	–	468
2025 Q1	$229K	Buy	+3,588	New	+$208K	0.03%	326
2021 Q1	–	Sell	-881	Closed	-$38K	–	1022
2020 Q4	$38K	Buy	+881	New	+$31.7K	0.01%	914

Other funds holding HALO

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's HALO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Halozyme (HALO) position steady in Q3 2026 at 487 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #1217.

Pinnacle Wealth Planning Services first reported a position in HALO in Q4 2020 and has held it in 7 quarters since. The position peaked at $229K in Q1 2025. 197 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

Pinnacle Wealth Planning Services held 487 shares of Halozyme worth $53.8K as of Q3 2026.
Pinnacle Wealth Planning Services left its Halozyme share count unchanged in Q3 2026.
Halozyme made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1217 holding.
Pinnacle Wealth Planning Services first reported a position in Halozyme in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Halozyme position peaked at $229K in Q1 2025.
197 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.