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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's HALO Position: Q1 2026 in Review

Creative Planning increased its Halozyme (HALO) stake by 6.3% in Q1 2026, buying an estimated $227K and bringing the position to 54,236 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Creative Planning first reported a position in HALO in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.18M in Q1 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

Creative Planning held 54,236 shares of Halozyme worth $3.51M as of Q1 2026.
Creative Planning bought 3,218 Halozyme shares in Q1 2026, an estimated $227K.
Halozyme made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1448 holding.
Creative Planning first reported a position in Halozyme in Q2 2013 and has held it in 40 quarters since.
Creative Planning's Halozyme position peaked at $4.18M in Q1 2025.
634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.