EverSource Wealth Advisors, LLC

Position in HALO — Halozyme Therapeutics, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in HALO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$324,502

+$130,555 QoQ

Shares Held

4,146

+38.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#91

of 154 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $15,234,841 across 258 Biotechnology names. HALO ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRSP	CRISPR Therapeutics AG	110,689	$6,036,977
2	INCY	Incyte Corp	9,004	$1,020,689
3	RPRX	Royalty Pharma plc	13,228	$741,689
4	VRTX	Vertex Pharmaceuticals Inc / Ma	1,357	$674,058
5	REGN	Regeneron Pharmaceuticals, Inc.	912	$568,663
6	BEAM	Beam Therapeutics Inc.	16,556	$568,200
7	EXEL	Exelixis, Inc.	8,321	$452,739
8	HALO	Halozyme Therapeutics, Inc. This page	4,146	$324,502

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,502	4,146	+38.2%	Shares	Sole	2026-07-24
2026-03-31	$193,947	3,001	+1.6%	Shares	Sole	2026-05-18
2025-12-31	$198,732	2,953	-3.1%	Shares	Sole	2026-02-06
2025-09-30	$223,613	3,049	+13.6%	Shares	Sole	2025-11-10
2025-06-30	$139,673	2,685	+6.9%	Shares	Sole	2025-08-13
2025-03-31	$160,226	2,511	+9.2%	Shares	Sole	2025-05-13
2024-12-31	$109,960	2,300	+1.3%	Shares	Sole	2025-02-10
2024-09-30	$129,933	2,270	-4.7%	Shares	Sole	2024-11-08
2024-06-30	$124,667	2,381	+1.8%	Shares	Sole	2024-08-13
2024-03-31	$95,190	2,340	-2.8%	Shares	Sole	2024-06-11
2023-12-31	$88,961	2,407	-3.3%	Shares	Sole	2024-02-09
2023-09-30	$95,079	2,489	+1.6%	Shares	Sole	2023-11-03
2023-06-30	$88,334	2,449	+1039.1%	Shares	Sole	2023-08-04
2022-03-31	$8,574	215	0.0%	Shares	Sole	2022-05-25
2021-12-31	$8,645	215	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.