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Action Point Financial Planning’s Halozyme HALO Stock Holding History

Action Point Financial Planning’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.79K Buy
+76
New +$5.18K ﹤0.01% 1743

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Action Point Financial Planning's HALO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Halozyme (HALO) in Q2 2026: 76 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #1743 among its holdings.

665 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Action Point Financial Planning held 76 shares of Halozyme worth $5.79K as of Q2 2026.
  • Halozyme was a new Action Point Financial Planning position in Q2 2026.
  • Halozyme made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1743 holding.
  • 665 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.