Envestnet Portfolio Solutions
HALO icon

Envestnet Portfolio Solutions’s Halozyme HALO Stock Holding History

Envestnet Portfolio Solutions’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 		$893K Sell
11,409
-72
-0.6% -$4.91K ﹤0.01% 757
2026
Q1 		$742K Sell
11,481
-2,547
-18% -$180K ﹤0.01% 747
2025
Q4 		$944K Buy
14,028
+485
+4% +$32.6K ﹤0.01% 781
2025
Q3 		$993K Sell
13,543
-2,963
-18% -$197K ﹤0.01% 741
2025
Q2 		$859K Buy
16,506
+5,214
+46% +$297K ﹤0.01% 851
2025
Q1 		$721K Sell
11,292
-6,143
-35% -$357K ﹤0.01% 910
2024
Q4 		$834K Sell
17,435
-446
-2% -$22.9K ﹤0.01% 1011
2024
Q3 		$1.02M Buy
17,881
+6,414
+56% +$368K ﹤0.01% 884
2024
Q2 		$600K Buy
11,467
+2,016
+21% +$88.4K ﹤0.01% 1059
2024
Q1 		$384K Sell
9,451
-1,632
-15% -$61.2K ﹤0.01% 1223
2023
Q4 		$410K Sell
11,083
-1,394
-11% -$52.5K ﹤0.01% 1131
2023
Q3 		$477K Buy
+12,477
New +$511K ﹤0.01% 1007

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

Envestnet Portfolio Solutions's HALO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Halozyme (HALO) stake by 0.63% in Q2 2026, selling an estimated $4.91K and leaving 11,409 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Envestnet Portfolio Solutions first reported a position in HALO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2024. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Envestnet Portfolio Solutions held 11,409 shares of Halozyme worth $893K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 72 Halozyme shares in Q2 2026, an estimated $4.91K.
  • Halozyme made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #757 holding.
  • Envestnet Portfolio Solutions first reported a position in Halozyme in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Halozyme position peaked at $1.02M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.