Unified Investment Management’s Halozyme HALO Stock Holding History

Unified 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
2026 Q3	$2.32M	Sell	20,984 -735	-3%	-$71K	2.04%	6
2026 Q2	$1.7M	Buy	21,719 +400	+2%	+$27.3K	1.57%	17
2026 Q1	$1.38M	Sell	21,319 -295	-1%	-$20.8K	1.41%	17
2025 Q4	$1.45M	Sell	21,614 -270	-1%	-$18.2K	1.46%	16
2025 Q3	$1.6M	Sell	21,884 -310	-1%	-$20.6K	1.6%	14
2025 Q2	$1.15M	Buy	22,194 +847	+4%	+$48.2K	1.24%	20
2025 Q1	$1.36M	Buy	21,347 +2,622	+14%	+$152K	1.61%	15
2024 Q4	$895K	Buy	+18,725	New	+$960K	1.02%	30

Other funds holding HALO

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Unified Investment Management's HALO Position: Q3 2026 in Review

Unified Investment Management reduced its Halozyme (HALO) stake by 3.4% in Q3 2026, selling an estimated $71K and leaving 20,984 shares worth $2.32M. The position accounts for 2.04% of the portfolio, ranked #6.

Unified Investment Management first reported a position in HALO in Q4 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

Unified Investment Management held 20,984 shares of Halozyme worth $2.32M as of Q3 2026.
Unified Investment Management sold 735 Halozyme shares in Q3 2026, an estimated $71K.
Halozyme made up 2.04% of Unified Investment Management's portfolio in Q3 2026, its #6 holding.
Unified Investment Management first reported a position in Halozyme in Q4 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.