VisionPoint Advisory Group
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VisionPoint Advisory Group’s Halozyme HALO Stock Holding History

VisionPoint Advisory 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
Q3 		$356K Buy
3,227
+291
+10% +$28.1K 0.06% 305
2026
Q2 		$230K Buy
+2,936
New +$200K 0.04% 424

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

VisionPoint Advisory Group's HALO Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Halozyme (HALO) stake by 9.9% in Q3 2026, buying an estimated $28.1K and bringing the position to 3,227 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #305.

VisionPoint Advisory Group first reported a position in HALO in Q2 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • VisionPoint Advisory Group held 3,227 shares of Halozyme worth $356K as of Q3 2026.
  • VisionPoint Advisory Group bought 291 Halozyme shares in Q3 2026, an estimated $28.1K.
  • Halozyme made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #305 holding.
  • VisionPoint Advisory Group first reported a position in Halozyme in Q2 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.