TI
HALO icon

Tidal Investments’s Halozyme HALO Stock Holding History

Tidal Investments’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 		$10.8M Buy
167,598
+124,158
+286% +$8.75M 0.03% 535
2025
Q4 		$2.92M Buy
43,440
+17,329
+66% +$1.17M 0.01% 828
2025
Q3 		$1.91M Buy
26,111
+418
+2% +$27.8K 0.01% 940
2025
Q2 		$1.34M Buy
25,693
+15,855
+161% +$902K 0.01% 899
2025
Q1 		$628K Buy
9,838
+1,860
+23% +$108K 0.01% 1210
2024
Q4 		$381K Sell
7,978
-12,598
-61% -$646K ﹤0.01% 1504
2024
Q3 		$1.18M Buy
20,576
+14,947
+266% +$857K 0.01% 913
2024
Q2 		$295K Sell
5,629
-2,095
-27% -$91.9K ﹤0.01% 1544
2024
Q1 		$314K Sell
7,724
-3,574
-32% -$134K 0.01% 1389
2023
Q4 		$418K Buy
11,298
+3,363
+42% +$127K 0.01% 1020
2023
Q3 		$303K Sell
7,935
-1,126
-12% -$46.1K 0.01% 1060
2023
Q2 		$327K Buy
+9,061
New +$309K 0.01% 1001
2023
Q1 		– Sell
-16,343
Closed -$930K – 1329
2022
Q4 		$930K Buy
+16,343
New +$837K 0.04% 464
2022
Q1 		– Sell
-6,315
Closed -$254K – 1111
2021
Q4 		$254K Hold
6,315
– – 0.01% 825
2021
Q3 		$257K Buy
6,315
+996
+19% +$41.6K 0.01% 720
2021
Q2 		$242K Hold
5,319
– – 0.01% 641
2021
Q1 		$222K Buy
+5,319
New +$243K 0.01% 509

Other funds holding HALO

BlackRock
BlackRock New York $5.7T 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 $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
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