James T. Borello RIA
HALO icon

James T. Borello RIA’s Halozyme HALO Stock Holding History

James T. Borello RIA’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 		$2.21K Hold
20
– – ﹤0.01% 906
2026
Q2 		$1.56K Buy
20
+17
+567% +$1.16K ﹤0.01% 981
2026
Q1 		$194 Buy
+3
New +$211 ﹤0.01% 1117

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

James T. Borello RIA's HALO Position: Q3 2026 in Review

James T. Borello RIA held its Halozyme (HALO) position steady in Q3 2026 at 20 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

James T. Borello RIA first reported a position in HALO in Q1 2026 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold HALO as of Q3 2026.

  • James T. Borello RIA held 20 shares of Halozyme worth $2.21K as of Q3 2026.
  • James T. Borello RIA left its Halozyme share count unchanged in Q3 2026.
  • Halozyme made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #906 holding.
  • James T. Borello RIA first reported a position in Halozyme in Q1 2026 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Halozyme as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.