Spire Wealth Management’s Halozyme HALO Stock Holding History

Spire Wealth Management’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	$478K	Sell	7,391 -1,285	-15%	-$90.6K	0.02%	552
2025 Q4	$584K	Buy	8,676 +3,720	+75%	+$250K	0.02%	506
2025 Q3	$363K	Buy	4,956 +4,814	+3,390%	+$320K	0.01%	618
2025 Q2	$7.39K	Sell	142 -14,085	-99%	-$801K	﹤0.01%	1821
2025 Q1	$908K	Buy	14,227 +14,085	+9,919%	+$818K	0.03%	425
2024 Q4	$6.79K	Hold	142	–	–	﹤0.01%	1964
2024 Q3	$8.13K	Sell	142 -44	-24%	-$2.52K	﹤0.01%	1698
2024 Q2	$9.74K	Hold	186	–	–	﹤0.01%	1642
2024 Q1	$7.57K	Buy	186 +70	+60%	+$2.62K	﹤0.01%	1797
2023 Q4	$3.96K	Sell	116 -500	-81%	-$18.8K	﹤0.01%	2015
2023 Q3	$23.5K	Buy	616 +116	+23%	+$4.75K	﹤0.01%	1441
2023 Q2	$18K	Hold	500	–	–	﹤0.01%	1629
2023 Q1	$19.1K	Sell	500 -23	-4%	-$1.08K	﹤0.01%	1637
2022 Q4	$30K	Sell	523 -56	-10%	-$2.87K	﹤0.01%	1196
2022 Q3	$23K	Sell	579 -162,607	-100%	-$7.19M	﹤0.01%	1276
2022 Q2	$7.18M	Buy	+163,186	New	+$7.06M	0.3%	88
2022 Q1	–	Sell	-2,013	Closed	-$81K	–	2668
2021 Q4	$81K	Buy	2,013 +1,952	+3,200%	+$72.9K	﹤0.01%	1499
2021 Q3	$2K	Buy	+61	New	+$2.55K	﹤0.01%	2461
2021 Q2	–	Sell	-2,013	Closed	-$83K	–	2737
2021 Q1	$83K	Buy	+2,013	New	+$91.9K	﹤0.01%	1472

Other funds holding HALO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return