Root Financial Partners
HALO icon

Root Financial Partners’s Halozyme HALO Stock Holding History

Root Financial Partners’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 		$81.6K Buy
+739
New +$71.4K ﹤0.01% 843
2026
Q2 		– Sell
-405
Closed -$26.2K – 1584
2026
Q1 		$26.2K Buy
405
+27
+7% +$1.9K ﹤0.01% 1174
2025
Q4 		$25.4K Buy
378
+39
+12% +$2.62K ﹤0.01% 1054
2025
Q3 		$24.9K Buy
+339
New +$22.5K ﹤0.01% 1004

Other funds holding HALO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's HALO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Halozyme (HALO) in Q3 2026: 739 shares worth $81.6K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HALO as recently as Q1 2026.

Root Financial Partners first reported a position in HALO in Q3 2025 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Root Financial Partners held 739 shares of Halozyme worth $81.6K as of Q3 2026.
  • Halozyme was a new Root Financial Partners position in Q3 2026.
  • Halozyme made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #843 holding.
  • Root Financial Partners first reported a position in Halozyme in Q3 2025 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.