Creative Planning’s Halozyme HALO Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-30,000	Closed	-$2K	–	4759
2016 Q4	$2K	Hold	30,000	–	–	﹤0.01%	4265
2016 Q3	$6K	Hold	30,000	–	–	﹤0.01%	3804
2016 Q2	$4K	Hold	30,000	–	–	﹤0.01%	3743
2016 Q1	$8K	Sell	30,000 -10,000	-25%	-$94.1K	﹤0.01%	3329
2015 Q4	$179K	Hold	40,000	–	–	﹤0.01%	1267
2015 Q3	$108K	Buy	40,000 +20,000	+100%	+$402K	﹤0.01%	1551
2015 Q2	$216K	Buy	+20,000	New	+$352K	﹤0.01%	852

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

Creative Planning's HALO Position: Q2 2026 in Review

Creative Planning increased its Halozyme (HALO) stake by 23% in Q2 2026, buying an estimated $865K and bringing the position to 66,927 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Creative Planning first reported a position in HALO in Q2 2013 and has held it in 41 quarters since. 676 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Creative Planning held 66,927 shares of Halozyme worth $5.24M as of Q2 2026.
Creative Planning bought 12,691 Halozyme shares in Q2 2026, an estimated $865K.
Halozyme made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1376 holding.
Creative Planning first reported a position in Halozyme in Q2 2013 and has held it in 41 quarters since.
676 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.