Welch Group’s Halozyme HALO Stock Holding History

Welch 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	$353K	Buy	3,200 +500	+19%	+$48.3K	0.01%	233
2026 Q2	$211K	Buy	+2,700	New	+$184K	0.01%	299

Other funds holding HALO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Welch Group's HALO Position: Q3 2026 in Review

Welch Group increased its Halozyme (HALO) stake by 19% in Q3 2026, buying an estimated $48.3K and bringing the position to 3,200 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #233.

Welch Group first reported a position in HALO in Q2 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

Welch Group held 3,200 shares of Halozyme worth $353K as of Q3 2026.
Welch Group bought 500 Halozyme shares in Q3 2026, an estimated $48.3K.
Halozyme made up 0.01% of Welch Group's portfolio in Q3 2026, its #233 holding.
Welch Group first reported a position in Halozyme in Q2 2026 and has held it in 2 quarters since.
386 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.