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Rise Advisors’s Halozyme HALO Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-465
Closed -$34.1K – 668
2025
Q3 		$34.1K Hold
465
– – 0.01% 346
2025
Q2 		$24.2K Hold
465
– – 0.01% 424
2025
Q1 		$29.7K Sell
465
-146
-24% -$8.48K 0.01% 331
2024
Q4 		$29.2K Hold
611
– – 0.01% 401
2024
Q3 		$35K Hold
611
– – 0.02% 342
2024
Q2 		$32K Hold
611
– – 0.02% 347
2024
Q1 		$24.9K Buy
+611
New +$22.9K 0.01% 499

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's HALO Position: Q4 2025 in Review

Rise Advisors sold out of Halozyme (HALO) in Q4 2025, closing a stake of 465 shares — an estimated $34.1K sold.

Rise Advisors first reported a position in HALO in Q1 2024 and held it in 7 quarters. The position peaked at $35K in Q3 2024. 619 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • Rise Advisors reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 465 Halozyme shares in Q4 2025, an estimated $34.1K.
  • Rise Advisors first reported a position in Halozyme in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Halozyme position peaked at $35K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.