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Bogart Wealth LLC’s Halozyme HALO Stock Holding History

Bogart Wealth LLC’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 		$4.07K Buy
+52
New +$3.55K ﹤0.01% 1263
2022
Q4 		– Sell
-50
Closed -$2K – 1113
2022
Q3 		$2K Buy
+50
New +$2.21K ﹤0.01% 820

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

Bogart Wealth LLC's HALO Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Halozyme (HALO) in Q2 2026: 52 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in HALO as recently as Q3 2022.

Bogart Wealth LLC first reported a position in HALO in Q3 2022 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Bogart Wealth LLC held 52 shares of Halozyme worth $4.07K as of Q2 2026.
  • Halozyme was a new Bogart Wealth LLC position in Q2 2026.
  • Halozyme made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1263 holding.
  • Bogart Wealth LLC first reported a position in Halozyme in Q3 2022 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.