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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
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

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Unified Investment Management's HALO Position: Q1 2026 in Review

Unified Investment Management reduced its Halozyme (HALO) stake by 1.4% in Q1 2026, selling an estimated $20.8K and leaving 21,319 shares worth $1.38M. The position accounts for 1.41% of the portfolio, ranked #17.

Unified Investment Management first reported a position in HALO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Unified Investment Management held 21,319 shares of Halozyme worth $1.38M as of Q1 2026.
  • Unified Investment Management sold 295 Halozyme shares in Q1 2026, an estimated $20.8K.
  • Halozyme made up 1.41% of Unified Investment Management's portfolio in Q1 2026, its #17 holding.
  • Unified Investment Management first reported a position in Halozyme in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's Halozyme position peaked at $1.6M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.