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Private Wealth Management Group’s Halozyme HALO Stock Holding History

Private Wealth Management 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
Q1 		$4.72K Hold
73
– – ﹤0.01% 791
2025
Q4 		$4.91K Hold
73
– – ﹤0.01% 780
2025
Q3 		$5.35K Hold
73
– – ﹤0.01% 767
2025
Q2 		$3.8K Hold
73
– – ﹤0.01% 866
2025
Q1 		$4.66K Hold
73
– – ﹤0.01% 763
2024
Q4 		$3.49K Hold
73
– – ﹤0.01% 887
2024
Q3 		$4.18K Hold
73
– – ﹤0.01% 797
2024
Q2 		$3.82K Sell
73
-74
-50% -$3.25K ﹤0.01% 816
2024
Q1 		$5.98K Sell
147
-24
-14% -$900 ﹤0.01% 568
2023
Q4 		$6.32K Buy
+171
New +$6.44K ﹤0.01% 551

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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