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TritonPoint Wealth’s Halozyme HALO Stock Holding History

TritonPoint Wealth’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
-4,918
Closed -$361K – 307
2025
Q3 		$361K Sell
4,918
-205
-4% -$13.6K 0.03% 265
2025
Q2 		$266K Sell
5,123
-26
-0.5% -$1.48K 0.02% 294
2025
Q1 		$329K Sell
5,149
-420
-8% -$24.4K 0.03% 264
2024
Q4 		$266K Hold
5,569
– – 0.02% 288
2024
Q3 		$317K Sell
5,569
-1,176
-17% -$67.4K 0.03% 259
2024
Q2 		$353K Sell
6,745
-19
-0.3% -$833 0.03% 237
2024
Q1 		$250K Sell
6,764
-10
-0.1% -$375 0.03% 289
2023
Q4 		$250K Buy
+6,774
New +$255K 0.02% 300

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TritonPoint Wealth's HALO Position: Q4 2025 in Review

TritonPoint Wealth sold out of Halozyme (HALO) in Q4 2025, closing a stake of 4,918 shares — an estimated $361K sold.

TritonPoint Wealth first reported a position in HALO in Q4 2023 and held it in 8 quarters. The position peaked at $361K in Q3 2025. 617 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • TritonPoint Wealth reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 4,918 Halozyme shares in Q4 2025, an estimated $361K.
  • TritonPoint Wealth first reported a position in Halozyme in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's Halozyme position peaked at $361K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.