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Diversify Wealth Management’s Halozyme HALO Stock Holding History

Diversify Wealth Management’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 		$2.77M Buy
33,976
+2,472
+8% +$169K 0.05% 314
2026
Q1 		$1.99M Buy
31,504
+10,371
+49% +$731K 0.04% 384
2025
Q4 		$1.51M Buy
21,133
+1,383
+7% +$93K 0.07% 247
2025
Q3 		$1.31M Buy
19,750
+722
+4% +$48K 0.08% 239
2025
Q2 		$1.22M Buy
19,028
+1,733
+10% +$98.6K 0.08% 248
2025
Q1 		$1.05M Buy
17,295
+1,831
+12% +$106K 0.08% 237
2024
Q4 		$816K Buy
15,464
+6,025
+64% +$309K 0.06% 250
2024
Q3 		$480K Buy
9,439
+2,108
+29% +$121K 0.05% 325
2024
Q2 		$382K Buy
+7,331
New +$322K 0.05% 320

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's HALO Position: Q2 2026 in Review

Diversify Wealth Management increased its Halozyme (HALO) stake by 7.8% in Q2 2026, buying an estimated $169K and bringing the position to 33,976 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #314.

Diversify Wealth Management first reported a position in HALO in Q2 2024 and has held it in 9 quarters since. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Diversify Wealth Management held 33,976 shares of Halozyme worth $2.77M as of Q2 2026.
  • Diversify Wealth Management bought 2,472 Halozyme shares in Q2 2026, an estimated $169K.
  • Halozyme made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Diversify Wealth Management first reported a position in Halozyme in Q2 2024 and has held it in 9 quarters since.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.