SageView Advisory Group’s Halozyme HALO Stock Holding History

SageView Advisory 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	–	Sell	-899	Closed	-$60.5K	–	1350
2025 Q4	$60.5K	Buy	+899	New	+$60.5K	﹤0.01%	1002

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's HALO Position: Q1 2026 in Review

SageView Advisory Group sold out of Halozyme (HALO) in Q1 2026, closing a stake of 899 shares — an estimated $60.5K sold.

SageView Advisory Group first reported a position in HALO in Q4 2025 and held it in 1 quarter. The position peaked at $60.5K in Q4 2025. 637 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

SageView Advisory Group reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 899 Halozyme shares in Q1 2026, an estimated $60.5K.
SageView Advisory Group first reported a position in Halozyme in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Halozyme position peaked at $60.5K in Q4 2025.
637 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.