EWP
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Elevation Wealth Partners’s Halozyme HALO Stock Holding History

Elevation Wealth Partners’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 		$2.19K Buy
+28
New +$1.91K ﹤0.01% 1187
2026
Q1 		– Sell
-119
Closed -$8.01K – 1105
2025
Q4 		$8.01K Buy
+119
New +$8.01K ﹤0.01% 527

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's HALO Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Halozyme (HALO) in Q2 2026: 28 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in HALO as recently as Q4 2025.

Elevation Wealth Partners first reported a position in HALO in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.01K in Q4 2025. 672 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Elevation Wealth Partners held 28 shares of Halozyme worth $2.19K as of Q2 2026.
  • Halozyme was a new Elevation Wealth Partners position in Q2 2026.
  • Halozyme made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1187 holding.
  • Elevation Wealth Partners first reported a position in Halozyme in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Halozyme position peaked at $8.01K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.