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Portside Wealth Group’s Halozyme HALO Stock Holding History

Portside Wealth Group’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
Q2 		$666K Buy
8,505
+147
+2% +$10K 0.08% 251
2026
Q1 		$540K Sell
8,358
-143
-2% -$10.1K 0.07% 244
2025
Q4 		$572K Buy
8,501
+69
+0.8% +$4.64K 0.08% 229
2025
Q3 		$618K Sell
8,432
-1,553
-16% -$103K 0.09% 226
2025
Q2 		$519K Sell
9,985
-660
-6% -$37.6K 0.08% 236
2025
Q1 		$679K Buy
10,645
+1,328
+14% +$77.1K 0.11% 196
2024
Q4 		$445K Buy
9,317
+194
+2% +$9.95K 0.07% 249
2024
Q3 		$522K Buy
9,123
+5,192
+132% +$298K 0.09% 219
2024
Q2 		$206K Buy
+3,931
New +$172K 0.04% 340
2023
Q4 		– Sell
-5,601
Closed -$214K – 378
2023
Q3 		$214K Buy
+5,601
New +$229K 0.04% 308

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Portside Wealth Group's HALO Position: Q2 2026 in Review

Portside Wealth Group increased its Halozyme (HALO) stake by 1.8% in Q2 2026, buying an estimated $10K and bringing the position to 8,505 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #251.

Portside Wealth Group first reported a position in HALO in Q3 2023 and has held it in 10 quarters since. The position peaked at $679K in Q1 2025. 82 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Portside Wealth Group held 8,505 shares of Halozyme worth $666K as of Q2 2026.
  • Portside Wealth Group bought 147 Halozyme shares in Q2 2026, an estimated $10K.
  • Halozyme made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #251 holding.
  • Portside Wealth Group first reported a position in Halozyme in Q3 2023 and has held it in 10 quarters since.
  • Portside Wealth Group's Halozyme position peaked at $679K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.