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TFC Financial Management’s Halozyme HALO Stock Holding History

TFC Financial 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 		$13.6K Hold
211
– – ﹤0.01% 386
2025
Q4 		$14.2K Buy
211
+1
+0.5% +$67 ﹤0.01% 370
2025
Q3 		$15.4K Buy
210
+33
+19% +$2.19K ﹤0.01% 370
2025
Q2 		$9.21K Sell
177
-1
-0.6% -$57 ﹤0.01% 384
2025
Q1 		$11.4K Buy
178
+41
+30% +$2.38K ﹤0.01% 355
2024
Q4 		$6.55K Buy
137
+43
+46% +$2.21K ﹤0.01% 388
2024
Q3 		$5.38K Buy
+94
New +$5.39K ﹤0.01% 409

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

TFC Financial Management's HALO Position: Q1 2026 in Review

TFC Financial Management held its Halozyme (HALO) position steady in Q1 2026 at 211 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

TFC Financial Management first reported a position in HALO in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.4K in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • TFC Financial Management held 211 shares of Halozyme worth $13.6K as of Q1 2026.
  • TFC Financial Management left its Halozyme share count unchanged in Q1 2026.
  • Halozyme made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #386 holding.
  • TFC Financial Management first reported a position in Halozyme in Q3 2024 and has held it in 7 quarters since.
  • TFC Financial Management's Halozyme position peaked at $15.4K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.