United Capital Financial Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Buy |
13,677
+1,038
| +8% | +$70.8K | 0.01% | 778 |
|
|
2026
Q1 | $817K | Sell |
12,639
-3,420
| -21% | -$241K | 0.01% | 839 |
|
|
2025
Q4 | $1.08M | Buy |
16,059
+1,645
| +11% | +$111K | 0.01% | 713 |
|
|
2025
Q3 | $1.06M | Buy |
+14,414
| New | +$957K | 0.01% | 626 |
|
|
2025
Q2 | – | Sell |
-3,460
| Closed | -$221K | – | 1114 |
|
|
2025
Q1 | $221K | Buy |
+3,460
| New | +$201K | ﹤0.01% | 983 |
|
|
2024
Q3 | – | Sell |
-3,858
| Closed | -$202K | – | 1077 |
|
|
2024
Q2 | $202K | Buy |
+3,858
| New | +$169K | ﹤0.01% | 979 |
|
|
2023
Q4 | – | Sell |
-7,516
| Closed | -$287K | – | 1086 |
|
|
2023
Q3 | $287K | Sell |
7,516
-123
| -2% | -$5.04K | ﹤0.01% | 732 |
|
|
2023
Q2 | $276K | Sell |
7,639
-187
| -2% | -$6.38K | ﹤0.01% | 784 |
|
|
2023
Q1 | $299K | Sell |
7,826
-1,234
| -14% | -$57.9K | ﹤0.01% | 827 |
|
|
2022
Q4 | $516K | Buy |
9,060
+65
| +0.7% | +$3.33K | ﹤0.01% | 749 |
|
|
2022
Q3 | $356K | Sell |
8,995
-8,473
| -49% | -$375K | ﹤0.01% | 855 |
|
|
2022
Q2 | $769K | Buy |
17,468
+8,453
| +94% | +$366K | ﹤0.01% | 685 |
|
|
2022
Q1 | $360K | Buy |
9,015
+50
| +0.6% | +$1.78K | ﹤0.01% | 937 |
|
|
2021
Q4 | $360K | Buy |
8,965
+5
| +0.1% | +$187 | ﹤0.01% | 966 |
|
|
2021
Q3 | $364K | Sell |
8,960
-5
| -0.1% | -$209 | ﹤0.01% | 950 |
|
|
2021
Q2 | $407K | Hold |
8,965
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $374K | Hold |
8,965
| – | – | ﹤0.01% | 934 |
|
|
2020
Q4 | $383K | Buy |
8,965
+5
| +0.1% | +$180 | ﹤0.01% | 924 |
|
|
2020
Q3 | $235K | Hold |
8,960
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $240K | Buy |
+8,960
| New | +$202K | ﹤0.01% | 1049 |
|
|
2016
Q2 | – | Sell |
-12,843
| Closed | -$122K | – | 1267 |
|
|
2016
Q1 | $122K | Hold |
12,843
| – | – | ﹤0.01% | 1168 |
|
|
2015
Q4 | $223K | Hold |
12,843
| – | – | ﹤0.01% | 1106 |
|
|
2015
Q3 | $172K | Hold |
12,843
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q2 | $290K | Sell |
12,843
-142
| -1% | -$2.5K | ﹤0.01% | 1084 |
|
|
2015
Q1 | $193K | Buy |
12,985
+2,148
| +20% | +$31K | ﹤0.01% | 1187 |
|
|
2014
Q4 | $105K | Buy |
10,837
+837
| +8% | +$7.44K | ﹤0.01% | 1136 |
|
|
2014
Q3 | $91K | Buy |
+10,000
| New | +$95.2K | ﹤0.01% | 1080 |
|
|
2014
Q2 | – | Sell |
-10,500
| Closed | -$133K | – | 858 |
|
|
2014
Q1 | $133K | Sell |
10,500
-3,502
| -25% | -$52K | ﹤0.01% | 901 |
|
|
2013
Q4 | $210K | Hold |
14,002
| – | – | 0.01% | 589 |
|
|
2013
Q3 | $155K | Buy |
+14,002
| New | +$117K | ﹤0.01% | 652 |
|
Other funds holding HALO
United Capital Financial Advisors's HALO Position: Q2 2026 in Review
United Capital Financial Advisors increased its Halozyme (HALO) stake by 8.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 13,677 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #778.
United Capital Financial Advisors first reported a position in HALO in Q3 2013 and has held it in 30 quarters since. The position peaked at $1.08M in Q4 2025. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.
- United Capital Financial Advisors held 13,677 shares of Halozyme worth $1.07M as of Q2 2026.
- United Capital Financial Advisors bought 1,038 Halozyme shares in Q2 2026, an estimated $70.8K.
- Halozyme made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #778 holding.
- United Capital Financial Advisors first reported a position in Halozyme in Q3 2013 and has held it in 30 quarters since.
- United Capital Financial Advisors's Halozyme position peaked at $1.08M in Q4 2025.
- 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.