Connecticut Wealth Management, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1689829
FARMINGTON, CT
Position in HALO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$365,364
+$63,672 QoQ
Shares Held
4,668
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#430
of 664 holders
Holding Since
Jun 2023
13 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, 2026Connecticut Wealth Management, LLC holds $2,158,336 across 3 Biotechnology names. HALO ranks #3 (16.9% of the industry book) .
All Filings in HALO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,364 | 4,668 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $301,692 | 4,668 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $314,156 | 4,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $362,886 | 4,948 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $282,676 | 5,434 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $356,825 | 5,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $266,588 | 5,576 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $317,395 | 5,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $318,087 | 6,075 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,995 | 5,875 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $214,626 | 5,807 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $221,827 | 5,807 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $209,458 | 5,807 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||