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Clearstead Advisors’s Halozyme HALO Stock Holding History

Clearstead 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 		$85.8K Buy
1,096
+1,054
+2,510% +$71.9K ﹤0.01% 1336
2026
Q1 		$2.71K Sell
42
-800
-95% -$56.4K ﹤0.01% 1842
2025
Q4 		$56.7K Buy
842
+331
+65% +$22.3K ﹤0.01% 1350
2025
Q3 		$37.5K Buy
511
+265
+108% +$17.6K ﹤0.01% 1379
2025
Q2 		$12.8K Buy
246
+151
+159% +$8.59K ﹤0.01% 1802
2025
Q1 		$6.06K Sell
95
-174
-65% -$10.1K ﹤0.01% 1712
2024
Q4 		$12.9K Sell
269
-160
-37% -$8.2K ﹤0.01% 1513
2024
Q3 		$24.6K Hold
429
– – ﹤0.01% 1371
2024
Q2 		$22.5K Buy
429
+257
+149% +$11.3K ﹤0.01% 1343
2024
Q1 		$7.5K Buy
172
+49
+40% +$1.84K ﹤0.01% 1110
2023
Q4 		$4.55K Buy
123
+45
+58% +$1.7K ﹤0.01% 1175
2023
Q3 		$2.98K Hold
78
– – ﹤0.01% 1165
2023
Q2 		$2.81K Hold
78
– – ﹤0.01% 1109
2023
Q1 		$2.98K Buy
78
+26
+50% +$1.22K ﹤0.01% 1081
2022
Q4 		$2.96K Buy
+52
New +$2.66K ﹤0.01% 1046
2021
Q4 		– Sell
-556
Closed -$23K – 1342
2021
Q3 		$23K Buy
+556
New +$23.2K ﹤0.01% 767

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

Clearstead Advisors's HALO Position: Q2 2026 in Review

Clearstead Advisors increased its Halozyme (HALO) stake by 2,510% in Q2 2026, buying an estimated $71.9K and bringing the position to 1,096 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Clearstead Advisors first reported a position in HALO in Q3 2021 and has held it in 16 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Clearstead Advisors held 1,096 shares of Halozyme worth $85.8K as of Q2 2026.
  • Clearstead Advisors bought 1,054 Halozyme shares in Q2 2026, an estimated $71.9K.
  • Halozyme made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1336 holding.
  • Clearstead Advisors first reported a position in Halozyme in Q3 2021 and has held it in 16 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.