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Wealthspire Advisors (New York)’s Halozyme HALO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-385
Closed -$28.2K – 1818
2025
Q3 		$28.2K Buy
+385
New +$25.6K ﹤0.01% 1493

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s HALO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Halozyme (HALO) in Q4 2025, closing a stake of 385 shares — an estimated $28.2K sold.

Wealthspire Advisors (New York) first reported a position in HALO in Q3 2025 and held it in 1 quarter. The position peaked at $28.2K in Q3 2025. 617 funds tracked by Wall St. Rank hold HALO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Halozyme position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 385 Halozyme shares in Q4 2025, an estimated $28.2K.
  • Wealthspire Advisors (New York) first reported a position in Halozyme in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Halozyme position peaked at $28.2K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held Halozyme as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.