SWP Financial
HALO icon

SWP Financial’s Halozyme HALO Stock Holding History

SWP Financial’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 		$423K Sell
3,831
-3,821
-50% -$369K 0.2% 51
2026
Q2 		$599K Hold
7,652
– – 0.28% 44
2026
Q1 		$495K Hold
7,652
– – 0.25% 45
2025
Q4 		$515K Hold
7,652
– – 0.26% 43
2025
Q3 		$561K Hold
7,652
– – 0.29% 43
2025
Q2 		$398K Hold
7,652
– – 0.22% 49
2025
Q1 		$488K Hold
7,652
– – 0.3% 43
2024
Q4 		$366K Buy
+7,652
New +$392K 0.22% 45

Other funds holding HALO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
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
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

SWP Financial's HALO Position: Q3 2026 in Review

SWP Financial reduced its Halozyme (HALO) stake by 50% in Q3 2026, selling an estimated $369K and leaving 3,831 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #51.

SWP Financial first reported a position in HALO in Q4 2024 and has held it in 8 quarters since. The position peaked at $599K in Q2 2026. 482 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • SWP Financial held 3,831 shares of Halozyme worth $423K as of Q3 2026.
  • SWP Financial sold 3,821 Halozyme shares in Q3 2026, an estimated $369K.
  • Halozyme made up 0.2% of SWP Financial's portfolio in Q3 2026, its #51 holding.
  • SWP Financial first reported a position in Halozyme in Q4 2024 and has held it in 8 quarters since.
  • SWP Financial's Halozyme position peaked at $599K in Q2 2026.
  • 482 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.