Sierra Summit Advisors’s Halozyme HALO Stock Holding History

Sierra Summit 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
2026 Q1	–	Sell	-12,538	Closed	-$844K	–	199
2025 Q4	$844K	Buy	+12,538	New	+$843K	0.13%	119

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

Sierra Summit Advisors's HALO Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Halozyme (HALO) in Q1 2026, closing a stake of 12,538 shares — an estimated $844K sold.

Sierra Summit Advisors first reported a position in HALO in Q4 2025 and held it in 1 quarter. The position peaked at $844K in Q4 2025. 637 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

Sierra Summit Advisors reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
Sierra Summit Advisors sold 12,538 Halozyme shares in Q1 2026, an estimated $844K.
Sierra Summit Advisors first reported a position in Halozyme in Q4 2025 and held it in 1 quarter.
Sierra Summit Advisors's Halozyme position peaked at $844K in Q4 2025.
637 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.