Position in HALO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,291,420
+$4,321,692 QoQ
Shares Held
80,381
+163.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#140
of 667 holders
Holding Since
Jun 2025
5 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, 2026Moran Wealth Management, LLC holds $37,590,704 across 10 Biotechnology names. HALO ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RPRX |
Royalty Pharma plc
|
186,672 | $10,466,698 | |
| 2 | EXEL |
Exelixis, Inc.
|
141,150 | $7,679,970 | |
| 3 | HALO |
Halozyme Therapeutics, Inc.
This page
|
80,381 | $6,291,420 | |
| 4 | LGND |
Ligand Pharmaceuticals Inc
|
19,790 | $6,255,420 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
4,300 | $2,681,221 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
35,374 | $1,929,297 | |
| 7 | STOK |
Stoke Therapeutics, Inc.
|
47,977 | $1,569,807 | |
| 8 | RNA |
Atrium Therapeutics, Inc.
|
33,320 | $448,154 |
All Filings in HALO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,291,420 | 80,381 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||