Position in HALO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,969,728
-$425,882 QoQ
Shares Held
30,477
-14.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Moran Wealth Management, LLC holds $27,467,675 across 10 Biotechnology names. HALO ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RPRX |
Royalty Pharma plc
|
175,822 | $8,434,180 | |
| 2 | CPRX |
Catalyst Pharmaceuticals, Inc.
|
168,961 | $4,183,474 | |
| 3 | LGND |
Ligand Pharmaceuticals Inc
|
19,306 | $3,854,442 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
4,398 | $3,398,070 | |
| 5 | EXEL |
Exelixis, Inc.
|
63,905 | $2,740,885 | |
| 6 | HALO |
Halozyme Therapeutics, Inc.
This page
|
30,477 | $1,969,728 | |
| 7 | STOK |
Stoke Therapeutics, Inc.
|
40,552 | $1,320,373 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
25,302 | $1,203,616 |
All Filings in HALO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,969,728 | 30,477 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,395,610 | 35,596 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,599,536 | 35,445 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $509,431 | 9,793 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||