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Retirement Wealth Solutions’s Halozyme HALO Stock Holding History

Retirement Wealth Solutions’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 		$2.54K Hold
23
– – ﹤0.01% 547
2026
Q2 		$1.8K Buy
23
+3
+15% +$205 ﹤0.01% 545
2026
Q1 		$1.29K Sell
20
-3
-13% -$211 ﹤0.01% 593
2025
Q4 		$1.55K Buy
23
+4
+21% +$269 ﹤0.01% 507
2025
Q3 		$1.39K Buy
+19
New +$1.26K ﹤0.01% 500

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

Retirement Wealth Solutions's HALO Position: Q3 2026 in Review

Retirement Wealth Solutions held its Halozyme (HALO) position steady in Q3 2026 at 23 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Retirement Wealth Solutions first reported a position in HALO in Q3 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Retirement Wealth Solutions held 23 shares of Halozyme worth $2.54K as of Q3 2026.
  • Retirement Wealth Solutions left its Halozyme share count unchanged in Q3 2026.
  • Halozyme made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #547 holding.
  • Retirement Wealth Solutions first reported a position in Halozyme in Q3 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.