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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
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

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's HALO Position: Q2 2026 in Review

Root Financial Partners sold out of Halozyme (HALO) in Q2 2026, closing a stake of 405 shares — an estimated $26.2K sold.

Root Financial Partners first reported a position in HALO in Q3 2025 and held it in 3 quarters. The position peaked at $26.2K in Q1 2026. 207 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Root Financial Partners reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 405 Halozyme shares in Q2 2026, an estimated $26.2K.
  • Root Financial Partners first reported a position in Halozyme in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Halozyme position peaked at $26.2K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.