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Basecamp Wealth Advisors’s Halozyme HALO Stock Holding History

Basecamp 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 		$5.01K Buy
64
+21
+49% +$1.43K ﹤0.01% 1177
2026
Q1 		$2.78K Sell
43
-47
-52% -$3.31K ﹤0.01% 1324
2025
Q4 		$6.06K Buy
+90
New +$6.05K ﹤0.01% 1111

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

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

Basecamp Wealth Advisors increased its Halozyme (HALO) stake by 49% in Q2 2026, buying an estimated $1.43K and bringing the position to 64 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Basecamp Wealth Advisors first reported a position in HALO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.06K in Q4 2025. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Basecamp Wealth Advisors held 64 shares of Halozyme worth $5.01K as of Q2 2026.
  • Basecamp Wealth Advisors bought 21 Halozyme shares in Q2 2026, an estimated $1.43K.
  • Halozyme made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1177 holding.
  • Basecamp Wealth Advisors first reported a position in Halozyme in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Halozyme position peaked at $6.06K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.