CX Institutional’s Halozyme HALO Stock Holding History

CX Institutional’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	$2K	Hold	27	–	–	﹤0.01%	1469
2026 Q1	$2K	Buy	+27	New	+$1.9K	﹤0.01%	1454

Other funds holding HALO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

CX Institutional's HALO Position: Q2 2026 in Review

CX Institutional held its Halozyme (HALO) position steady in Q2 2026 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

CX Institutional first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

CX Institutional held 27 shares of Halozyme worth $2K as of Q2 2026.
CX Institutional left its Halozyme share count unchanged in Q2 2026.
Halozyme made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1469 holding.
CX Institutional first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.