Dakota Wealth Management
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in HALO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$594,225
+$104,072 QoQ
Shares Held
7,592
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 664 holders
Holding Since
Dec 2022
5 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, 2026Dakota Wealth Management holds $7,339,875 across 7 Biotechnology names. HALO ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CORT |
Corcept Therapeutics Inc
|
30,200 | $2,625,890 | |
| 2 | EXEL |
Exelixis, Inc.
|
31,025 | $1,688,070 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,862 | $1,421,641 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,466 | $914,109 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
This page
|
7,592 | $594,225 | |
| 6 | ANVS |
Annovis Bio, Inc.
|
29,000 | $53,940 | |
| 7 | ANIX |
Anixa Biosciences Inc
|
15,000 | $42,000 |
All Filings in HALO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,225 | 7,592 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $490,153 | 7,584 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $540,755 | 8,035 | Shares | Sole | 2026-08-26 | |
| 2025-03-31 | $396,004 | 6,206 | Shares | Sole | 2025-05-02 | |
| 2022-12-31 | $217,585 | 3,824 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||