True Wealth Design
HALO icon

True Wealth Design’s Halozyme HALO Stock Holding History

True Wealth Design’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 		$16.8K Hold
152
– – ﹤0.01% 891
2026
Q2 		$11.9K Hold
152
– – ﹤0.01% 1002
2026
Q1 		$9.8K Buy
152
+80
+111% +$5.64K ﹤0.01% 975
2025
Q4 		$4.85K Sell
72
-58
-45% -$3.9K ﹤0.01% 1095
2025
Q3 		$9.5K Buy
130
+108
+491% +$7.17K ﹤0.01% 848
2025
Q2 		$1.14K Buy
22
+20
+1,000% +$1.14K ﹤0.01% 1414
2025
Q1 		$128 Buy
+2
New +$116 ﹤0.01% 2115

Other funds holding HALO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

True Wealth Design's HALO Position: Q3 2026 in Review

True Wealth Design held its Halozyme (HALO) position steady in Q3 2026 at 152 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

True Wealth Design first reported a position in HALO in Q1 2025 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • True Wealth Design held 152 shares of Halozyme worth $16.8K as of Q3 2026.
  • True Wealth Design left its Halozyme share count unchanged in Q3 2026.
  • Halozyme made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #891 holding.
  • True Wealth Design first reported a position in Halozyme in Q1 2025 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.