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Atria Investments’s Halozyme HALO Stock Holding History

Atria Investments’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 		$1.47M Buy
18,788
+911
+5% +$62.1K 0.01% 908
2026
Q1 		$1.16M Buy
17,877
+2,362
+15% +$167K 0.01% 978
2025
Q4 		$1.04M Sell
15,515
-6,307
-29% -$424K 0.01% 1033
2025
Q3 		$1.6M Buy
21,822
+9,309
+74% +$618K 0.02% 818
2025
Q2 		$651K Buy
12,513
+986
+9% +$56.1K 0.01% 1275
2025
Q1 		$736K Buy
11,527
+1,449
+14% +$84.2K 0.01% 1136
2024
Q4 		$482K Sell
10,078
-2,987
-23% -$153K 0.01% 1348
2024
Q3 		$748K Sell
13,065
-1,916
-13% -$110K 0.01% 1126
2024
Q2 		$784K Buy
+14,981
New +$657K 0.01% 1062

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

Atria Investments's HALO Position: Q2 2026 in Review

Atria Investments increased its Halozyme (HALO) stake by 5.1% in Q2 2026, buying an estimated $62.1K and bringing the position to 18,788 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #908.

Atria Investments first reported a position in HALO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2025. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Atria Investments held 18,788 shares of Halozyme worth $1.47M as of Q2 2026.
  • Atria Investments bought 911 Halozyme shares in Q2 2026, an estimated $62.1K.
  • Halozyme made up 0.01% of Atria Investments's portfolio in Q2 2026, its #908 holding.
  • Atria Investments first reported a position in Halozyme in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Halozyme position peaked at $1.6M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.