BWM
HALO icon

BAM Wealth Management’s Halozyme HALO Stock Holding History

BAM Wealth Management’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 		$483K Buy
6,175
+1,691
+38% +$115K 0.3% 85
2026
Q1 		$290K Buy
+4,484
New +$316K 0.22% 117

Other funds holding HALO

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BAM Wealth Management's HALO Position: Q2 2026 in Review

BAM Wealth Management increased its Halozyme (HALO) stake by 38% in Q2 2026, buying an estimated $115K and bringing the position to 6,175 shares worth $483K. The position accounts for 0.3% of the portfolio, ranked #85.

BAM Wealth Management first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • BAM Wealth Management held 6,175 shares of Halozyme worth $483K as of Q2 2026.
  • BAM Wealth Management bought 1,691 Halozyme shares in Q2 2026, an estimated $115K.
  • Halozyme made up 0.3% of BAM Wealth Management's portfolio in Q2 2026, its #85 holding.
  • BAM Wealth Management first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.