Position in HALO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$665,685
+$125,509 QoQ
Shares Held
8,505
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#352
of 661 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Portside Wealth Group, LLC holds $8,173,581 across 8 Biotechnology names. HALO ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
5,258 | $2,611,805 | |
| 2 | LGND |
Ligand Pharmaceuticals Inc
|
4,810 | $1,520,392 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
2,159 | $1,346,222 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
16,458 | $904,202 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
This page
|
8,505 | $665,685 | |
| 6 | VCEL |
Vericel Corp
|
14,742 | $655,871 | |
| 7 | KRYS |
Krystal Biotech, Inc.
|
679 | $252,363 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
721 | $217,041 |
All Filings in HALO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,685 | 8,505 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $540,176 | 8,358 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $572,117 | 8,501 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $618,402 | 8,432 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $519,419 | 9,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $679,256 | 10,645 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $445,445 | 9,317 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $522,199 | 9,123 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $205,827 | 3,931 | Shares | Other | 2024-07-18 | |
| 2023-09-30 | $213,958 | 5,601 | Shares | Other | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||