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Alliance Wealth Advisors (Utah)’s Halozyme HALO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$611K Sell
7,802
-1,542
-17% -$105K 0.12% 110
2026
Q1 		$604K Sell
9,344
-3,248
-26% -$229K 0.13% 109
2025
Q4 		$847K Sell
12,592
-5,450
-30% -$367K 0.18% 119
2025
Q3 		$1.32M Sell
18,042
-1,023
-5% -$68K 0.31% 85
2025
Q2 		$992K Sell
19,065
-1,474
-7% -$83.9K 0.24% 97
2025
Q1 		$1.31M Buy
20,539
+76
+0.4% +$4.42K 0.34% 84
2024
Q4 		$978K Buy
20,463
+570
+3% +$29.2K 0.25% 95
2024
Q3 		$1.14M Buy
19,893
+6,366
+47% +$365K 0.3% 85
2024
Q2 		$708K Buy
13,527
+1,212
+10% +$53.2K 0.21% 110
2024
Q1 		$501K Buy
12,315
+2,705
+28% +$101K 0.15% 137
2023
Q4 		$355K Buy
9,610
+1,221
+15% +$46K 0.12% 170
2023
Q3 		$320K Buy
8,389
+581
+7% +$23.8K 0.12% 171
2023
Q2 		$282K Buy
+7,808
New +$266K 0.1% 182

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 $3.38T AUM 44.17% 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

Alliance Wealth Advisors (Utah)'s HALO Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Halozyme (HALO) stake by 17% in Q2 2026, selling an estimated $105K and leaving 7,802 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #110.

Alliance Wealth Advisors (Utah) first reported a position in HALO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q3 2025. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 7,802 shares of Halozyme worth $611K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,542 Halozyme shares in Q2 2026, an estimated $105K.
  • Halozyme made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #110 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Halozyme in Q2 2023 and has held it in 13 quarters since.
  • Alliance Wealth Advisors (Utah)'s Halozyme position peaked at $1.32M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.