Bell Investment Advisors’s Halozyme HALO Stock Holding History

Bell Investment 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	$13.9K	Hold	177	–	–	﹤0.01%	596
2026 Q1	$11.4K	Sell	177 -9	-5%	-$634	﹤0.01%	623
2025 Q4	$12.5K	Sell	186 -8	-4%	-$538	﹤0.01%	610
2025 Q3	$14.2K	Hold	194	–	–	﹤0.01%	514
2025 Q2	$10.1K	Hold	194	–	–	﹤0.01%	672
2025 Q1	$12.4K	Buy	194 +17	+10%	+$988	﹤0.01%	525
2024 Q4	$8.46K	Buy	177 +2	+1%	+$103	﹤0.01%	676
2024 Q3	$10K	Hold	175	–	–	﹤0.01%	624
2024 Q2	$9.16K	Buy	175 +49	+39%	+$2.15K	﹤0.01%	652
2024 Q1	$5.13K	Buy	126 +1	+0.8%	+$37	﹤0.01%	904
2023 Q4	$4.62K	Buy	125 +22	+21%	+$829	﹤0.01%	928
2023 Q3	$3.94K	Hold	103	–	–	﹤0.01%	935
2023 Q2	$3.72K	Sell	103 -1	-1%	-$34	﹤0.01%	974
2023 Q1	$3.97K	Sell	104 -26	-20%	-$1.22K	﹤0.01%	887
2022 Q4	$7.4K	Buy	130 +12	+10%	+$614	﹤0.01%	614
2022 Q3	$5K	Buy	118 +2	+2%	+$88	﹤0.01%	676
2022 Q2	$5K	Buy	+116	New	+$5.02K	﹤0.01%	696
2021 Q4	$2K	Sell	51 -23	-31%	-$859	﹤0.01%	1149
2021 Q3	$3K	Buy	+74	New	+$3.09K	﹤0.01%	920

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bell Investment Advisors's HALO Position: Q2 2026 in Review

Bell Investment Advisors held its Halozyme (HALO) position steady in Q2 2026 at 177 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Bell Investment Advisors first reported a position in HALO in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.2K in Q3 2025. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Bell Investment Advisors held 177 shares of Halozyme worth $13.9K as of Q2 2026.
Bell Investment Advisors left its Halozyme share count unchanged in Q2 2026.
Halozyme made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #596 holding.
Bell Investment Advisors first reported a position in Halozyme in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Halozyme position peaked at $14.2K in Q3 2025.
674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.