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Vermillion & White Wealth Management Group’s Halozyme HALO Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-77
Closed -$5.18K – 251
2025
Q4 		$5.18K Hold
77
– – ﹤0.01% 407
2025
Q3 		$5.65K Hold
77
– – ﹤0.01% 395
2025
Q2 		$4.01K Buy
77
+3
+4% +$171 ﹤0.01% 423
2025
Q1 		$4.72K Buy
+74
New +$4.3K ﹤0.01% 360

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vermillion & White Wealth Management Group's HALO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Halozyme (HALO) in Q1 2026, closing a stake of 77 shares — an estimated $5.18K sold.

Vermillion & White Wealth Management Group first reported a position in HALO in Q1 2025 and held it in 4 quarters. The position peaked at $5.65K in Q3 2025. 636 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 77 Halozyme shares in Q1 2026, an estimated $5.18K.
  • Vermillion & White Wealth Management Group first reported a position in Halozyme in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Halozyme position peaked at $5.65K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.