UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1463217
IRVING, TX
Position in HALO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,070,498
+$253,640 QoQ
Shares Held
13,677
+8.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 664 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $15,880,894 across 17 Biotechnology names. HALO ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
12,438 | $6,178,327 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
2,651 | $1,653,004 | |
| 3 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
4,155 | $1,250,779 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
This page
|
13,677 | $1,070,498 | |
| 5 | MRNA |
Moderna, Inc.
|
13,077 | $915,782 | |
| 6 | CBUS |
Cibus, Inc.
|
576,043 | $789,178 | |
| 7 | INCY |
Incyte Corp
|
6,876 | $779,463 | |
| 8 | IMMX |
Immix Biopharma, Inc.
|
70,682 | $728,731 |
All Filings in HALO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,498 | 13,677 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $816,858 | 12,639 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,080,770 | 16,059 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,057,122 | 14,414 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $220,782 | 3,460 | Shares | Defined | 2025-05-13 | |
| 2024-06-30 | $202,004 | 3,858 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $287,111 | 7,516 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $275,538 | 7,639 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $298,874 | 7,826 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $515,514 | 9,060 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $355,662 | 8,995 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $768,592 | 17,468 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $359,518 | 9,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $360,482 | 8,965 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $364,492 | 8,960 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $407,100 | 8,965 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $373,750 | 8,965 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $382,895 | 8,965 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $235,468 | 8,960 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $240,217 | 8,960 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||