Sigma Planning Corp’s Halozyme HALO Stock Holding History

Sigma Planning Corp’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	-20,592	Closed	-$1.33M	–	1434
2026 Q1	$1.33M	Buy	20,592 +11,000	+115%	+$775K	0.04%	459
2025 Q4	$646K	Buy	9,592 +1,741	+22%	+$117K	0.02%	707
2025 Q3	$576K	Buy	+7,851	New	+$522K	0.02%	754

Other funds holding HALO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Sigma Planning Corp's HALO Position: Q2 2026 in Review

Sigma Planning Corp sold out of Halozyme (HALO) in Q2 2026, closing a stake of 20,592 shares — an estimated $1.33M sold.

Sigma Planning Corp first reported a position in HALO in Q3 2025 and held it in 3 quarters. The position peaked at $1.33M in Q1 2026. 345 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Sigma Planning Corp reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 20,592 Halozyme shares in Q2 2026, an estimated $1.33M.
Sigma Planning Corp first reported a position in Halozyme in Q3 2025 and held it in 3 quarters.
Sigma Planning Corp's Halozyme position peaked at $1.33M in Q1 2026.
345 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.