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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

HALO holding history

Halozyme Therapeutics, Inc. in every 13F filed by Portside Wealth Group, 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)
8,505
Value
$665.7K
% of portfolio
0.1%
Quarters held
10
Since Q3 2023
Holdings of HALO by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,505$665.7K0.1%+147+1.8%AddedHolders
Q1 20268,358$540.2K0.1%−143−1.7%ReducedHolders
Q4 20258,501$572.1K0.1%+69+0.8%AddedHolders
Q3 20258,432$618.4K0.1%−1,553−15.6%ReducedHolders
Q2 20259,985$519.4K0.1%−660−6.2%ReducedHolders
Q1 202510,645$679.3K0.1%+1,328+14.3%AddedHolders
Q4 20249,317$445.4K0.1%+194+2.1%AddedHolders
Q3 20249,123$522.2K0.1%+5,192+132.1%AddedHolders
Q2 20243,931$205.8K<0.1%+3,931NewHolders
Q4 20230$00.0%−5,601−100.0%Sold outHolders
Q3 20235,601$214.0K<0.1%+5,601NewHolders