Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Halozyme HALO Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$1.25M Buy
11,300
+500
+5% +$48.3K ﹤0.01% 835
2026
Q2 		$845K Hold
10,800
– – ﹤0.01% 901
2026
Q1 		$698K Buy
10,800
+2,300
+27% +$162K ﹤0.01% 893
2025
Q4 		$572K Buy
8,500
+4,100
+93% +$276K ﹤0.01% 930
2025
Q3 		$323K Buy
+4,400
New +$292K ﹤0.01% 1005

Other funds holding HALO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HALO Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Halozyme (HALO) stake by 4.6% in Q3 2026, buying an estimated $48.3K and bringing the position to 11,300 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Sumitomo Mitsui Trust Group first reported a position in HALO in Q3 2025 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 11,300 shares of Halozyme worth $1.25M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 500 Halozyme shares in Q3 2026, an estimated $48.3K.
  • Halozyme made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #835 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Halozyme in Q3 2025 and has held it in 5 quarters since.
  • 444 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.