Unified Investment Management HALO — HALOZYME THERAPEUTICS INC

Ownership history in Unified Investment Management  ·  7 quarters on record

AI Ownership Summary

Unified Investment Management reported HALOZYME THERAPEUTICS INC (HALO) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.61% in 2025 Q1. The latest visible filing shows HALO at 1.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HALO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unified Investment Management's position in HALOZYME THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HALO was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HALO stock page Unified Investment Management fund profile Unified Investment Management full holdings
How Unified Investment Management held HALO — position size vs. price
% of Fund (quarterly)    HALO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 21,719 +400 +1.9% 1.57% $1.7M 2026-07-27 $81.48
2026 Q1 REDUCED — — — 21,319 -295 -1.4% 1.41% $1.4M 2026-04-29 $63.06
2025 Q4 REDUCED — — — 21,614 -270 -1.2% 1.46% $1.5M 2026-02-09 $80.48
2025 Q3 REDUCED — — — 21,884 -310 -1.4% 1.60% $1.6M 2025-10-27 $65.85
2025 Q2 ADDED — — — 22,194 +847 +4.0% 1.24% $1.2M 2025-07-15 $56.60
2025 Q1 ADDED — — — 21,347 +2,622 +14.0% 1.61% $1.4M 2025-04-25 $60.49
2024 Q4 INITIATED — — — 18,725 — — 1.02% $895K 2025-02-06 $57.94

🏢 Other funds also holding HALO

As of 2026 Q2 — sorted by position size

Koa Wealth Management, LLC 5.02% Mizuho Markets Cayman LP 3Y 2.45% BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.39% Sidoxia Capital Management, LLC 2.35% COOPER INVESTORS PTY LTD 1.98% Metatron Capital SICAV plc - Metatron Long Term Equity Fund 1.21% Stephens Investment Management Group LLC 3Y 7Y 1.17% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.98% Econ Financial Services Corp 3Y 7Y 0.82% Arbejdsmarkedets Tillaegspension 0.71%

FAQ About Unified Investment Management and HALO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unified Investment Management reported owning HALO?

Unified Investment Management reported HALO across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HALO position in Unified Investment Management's portfolio?

The largest reported portfolio weight for HALO was 1.61% in 2025 Q1.

What is the latest reported HALO position on this page?

The most recent filing on this page is 2026 Q2, when Unified Investment Management reported 21,719 shares, equal to 1.57% of portfolio, with an estimated market value of $1.7M.

What does the chart on this HALO ownership page compare?

The chart compares Unified Investment Management's quarterly HALO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Unified Investment Management time their HALO position?

Based on 13F filing dates vs. subsequent HALO price moves, Unified Investment Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on HALO relative to SPY over the holding period was +9.0%.

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