Cornerstone Planning Group’s Halozyme HALO Stock Holding History

Cornerstone Planning Group’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	$30.3K	Buy	389 +102	+36%	+$6.96K	﹤0.01%	543
2026 Q1	$18.9K	Hold	287	–	–	﹤0.01%	689
2025 Q4	$20.9K	Sell	287 -1	-0.3%	-$67	﹤0.01%	576
2025 Q3	$18.6K	Buy	288 +280	+3,500%	+$18.6K	﹤0.01%	607
2025 Q2	$486	Sell	8 -13	-62%	-$740	﹤0.01%	1306
2025 Q1	$1.23K	Buy	21 +13	+163%	+$755	﹤0.01%	1089
2024 Q4	$447	Buy	+8	New	+$410	﹤0.01%	1176
2023 Q3	–	Sell	-26	Closed	-$938	–	1250
2023 Q2	$938	Buy	+26	New	+$887	﹤0.01%	1369
2022 Q4	$1.13K	Buy	+22	New	+$1.13K	﹤0.01%	1329

Other funds holding HALO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 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 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

Cornerstone Planning Group's HALO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Halozyme (HALO) stake by 36% in Q2 2026, buying an estimated $6.96K and bringing the position to 389 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Cornerstone Planning Group first reported a position in HALO in Q4 2022 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Cornerstone Planning Group held 389 shares of Halozyme worth $30.3K as of Q2 2026.
Cornerstone Planning Group bought 102 Halozyme shares in Q2 2026, an estimated $6.96K.
Halozyme made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #543 holding.
Cornerstone Planning Group first reported a position in Halozyme in Q4 2022 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.