WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HALO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,541,281
+$2,525,323 QoQ
Shares Held
70,797
+51.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 58 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1.0734918146249135.ToString("F0")%
Shared 0.ToString("F0")%
None 98.92650818537508.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,117,226 across 147 Biotechnology names. HALO ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
45,889 | $22,794,442 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
33,880 | $21,125,535 | |
| 3 | INCY |
Incyte Corp
|
151,505 | $17,174,606 | |
| 4 | EXEL |
Exelixis, Inc.
|
207,728 | $11,302,480 | |
| 5 | RPRX |
Royalty Pharma plc
|
179,888 | $10,086,320 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
76,278 | $6,632,372 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
This page
|
70,797 | $5,541,281 | |
| 8 | AXSM |
Axsome Therapeutics, Inc.
|
19,919 | $4,875,573 |
All Filings in HALO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,541,281 | 70,797 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,015,958 | 46,665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,425,817 | 21,186 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,554,221 | 21,192 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $737,175 | 14,171 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,328,524 | 20,820 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $596,620 | 12,479 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $664,556 | 11,610 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $616,329 | 11,771 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $415,627 | 10,217 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $366,949 | 9,606 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||