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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

HALO holding history

Halozyme Therapeutics, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HALO overviewAll 13F holders of HALOFull Q2 2026 holdings

Shares (Q2 2026)
4,000
Value
$313.1K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of HALO by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,000$313.1K<0.1%00.0%UnchangedHolders
Q1 20264,000$258.5K<0.1%00.0%UnchangedHolders
Q4 20254,000$269.2K<0.1%00.0%UnchangedHolders
Q3 20254,000$293.4K<0.1%00.0%UnchangedHolders
Q2 20254,000$208.1K<0.1%00.0%UnchangedHolders
Q1 20254,000$255.2K<0.1%+4,000NewHolders
Q4 20240$00.0%−4,143−100.0%Sold outHolders
Q3 20244,143$237.1K<0.1%00.0%UnchangedHolders
Q2 20244,143$216.9K<0.1%+4,143NewHolders
Q1 20230$00.0%−4,143−100.0%Sold outHolders
Q4 20224,143$235.7K<0.1%+4,143NewHolders