Position in HALO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$11,439
-$1,078 QoQ
Shares Held
177
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Bell Investment Advisors, Inc holds $351,465 across 64 Biotechnology names. HALO ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
129 | $57,603 | |
| 2 | ROIV |
Roivant Sciences Ltd.
|
1,471 | $40,746 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
44 | $33,996 | |
| 4 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
53 | $17,536 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
223 | $16,559 | |
| 6 | INCY |
Incyte Corp
|
156 | $14,682 | |
| 7 | ARGX |
Argenx SE
|
18 | $13,144 | |
| 8 | HALO |
Halozyme Therapeutics, Inc.
This page
|
177 | $11,439 |
All Filings in HALO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,439 | 177 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,517 | 186 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $14,227 | 194 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $10,091 | 194 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,379 | 194 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,462 | 177 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,017 | 175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,163 | 175 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,125 | 126 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,620 | 125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,934 | 103 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,715 | 103 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,971 | 104 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,397 | 130 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,665 | 118 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,104 | 116 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,050 | 51 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,010 | 74 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||