Evercore Wealth Management, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1482689
New York, NY
Position in HALO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$313,080
+$54,560 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#451
of 668 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,636,880 across 5 Biotechnology names. HALO ranks #4 (11.9% of the industry book) .
All Filings in HALO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,080 | 4,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $258,520 | 4,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,200 | 4,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $293,360 | 4,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,080 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $255,240 | 4,000 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $237,145 | 4,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $216,927 | 4,143 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $235,736 | 4,143 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||