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Tortoise Investment Management’s Halozyme HALO Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-301
Closed -$22.1K – 741
2025
Q3 		$22.1K Buy
301
+1
+0.3% +$66 ﹤0.01% 504
2025
Q2 		$15.6K Hold
300
– – ﹤0.01% 552
2025
Q1 		$19.1K Hold
300
– – ﹤0.01% 509
2024
Q4 		$14.3K Hold
300
– – ﹤0.01% 589
2024
Q3 		$17.2K Hold
300
– – ﹤0.01% 574
2024
Q2 		$15.7K Hold
300
– – ﹤0.01% 570
2024
Q1 		$12.2K Hold
300
– – ﹤0.01% 599
2023
Q4 		$11.1K Hold
300
– – ﹤0.01% 556
2023
Q3 		$11.5K Hold
300
– – ﹤0.01% 537
2023
Q2 		$10.8K Buy
+300
New +$10.2K ﹤0.01% 545

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's HALO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Halozyme (HALO) in Q4 2025, closing a stake of 301 shares — an estimated $22.1K sold.

Tortoise Investment Management first reported a position in HALO in Q2 2023 and held it in 10 quarters. The position peaked at $22.1K in Q3 2025. 618 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 301 Halozyme shares in Q4 2025, an estimated $22.1K.
  • Tortoise Investment Management first reported a position in Halozyme in Q2 2023 and held it in 10 quarters.
  • Tortoise Investment Management's Halozyme position peaked at $22.1K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.