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Whalen Wealth Management’s Halozyme HALO Stock Holding History

Whalen Wealth Management’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 		$582K Sell
5,275
-2,410
-31% -$233K 0.25% 96
2026
Q2 		$602K Buy
7,685
+1,207
+19% +$82.3K 0.27% 90
2026
Q1 		$419K Buy
+6,478
New +$457K 0.22% 115

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Whalen Wealth Management's HALO Position: Q3 2026 in Review

Whalen Wealth Management reduced its Halozyme (HALO) stake by 31% in Q3 2026, selling an estimated $233K and leaving 5,275 shares worth $582K. The position accounts for 0.25% of the portfolio, ranked #96.

Whalen Wealth Management first reported a position in HALO in Q1 2026 and has held it in 3 quarters since. The position peaked at $602K in Q2 2026. 31 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • Whalen Wealth Management held 5,275 shares of Halozyme worth $582K as of Q3 2026.
  • Whalen Wealth Management sold 2,410 Halozyme shares in Q3 2026, an estimated $233K.
  • Halozyme made up 0.25% of Whalen Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Whalen Wealth Management first reported a position in Halozyme in Q1 2026 and has held it in 3 quarters since.
  • Whalen Wealth Management's Halozyme position peaked at $602K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.