Position in HALO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,615,961
+$347,792 QoQ
Shares Held
20,646
+5.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#259
of 666 holders
Holding Since
Mar 2025
6 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, 2026Arkadios Wealth Advisors holds $12,683,379 across 13 Biotechnology names. HALO ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
5,205 | $3,245,525 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
9,439 | $2,274,514 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,330 | $1,654,110 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
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|
20,646 | $1,615,961 | |
| 5 | TYRA |
Tyra Biosciences, Inc.
|
49,336 | $1,575,791 | |
| 6 | MRNA |
Moderna, Inc.
|
15,033 | $1,052,760 | |
| 7 | CRSP |
CRISPR Therapeutics AG
|
10,487 | $571,960 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
8,866 | $313,767 |
All Filings in HALO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,961 | 20,646 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,268,169 | 19,622 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,377,899 | 20,474 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,201,748 | 16,386 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $810,938 | 15,589 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $263,662 | 4,132 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||