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Arkadios Wealth Advisors’s Halozyme HALO Stock Holding History

Arkadios Wealth Advisors’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 		$1.62M Buy
20,646
+1,024
+5% +$69.8K 0.02% 625
2026
Q1 		$1.27M Sell
19,622
-852
-4% -$60.1K 0.02% 685
2025
Q4 		$1.38M Buy
20,474
+4,088
+25% +$275K 0.03% 576
2025
Q3 		$1.2M Buy
16,386
+797
+5% +$52.9K 0.03% 572
2025
Q2 		$811K Buy
15,589
+11,457
+277% +$652K 0.02% 648
2025
Q1 		$264K Buy
+4,132
New +$240K 0.01% 952

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

Arkadios Wealth Advisors's HALO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Halozyme (HALO) stake by 5.2% in Q2 2026, buying an estimated $69.8K and bringing the position to 20,646 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #625.

Arkadios Wealth Advisors first reported a position in HALO in Q1 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Arkadios Wealth Advisors held 20,646 shares of Halozyme worth $1.62M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,024 Halozyme shares in Q2 2026, an estimated $69.8K.
  • Halozyme made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • Arkadios Wealth Advisors first reported a position in Halozyme in Q1 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.