EP Wealth Advisors’s Halozyme HALO Stock Holding History

EP Wealth Advisors’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	$686K	Buy	8,761 +219	+3%	+$14.9K	﹤0.01%	885
2026 Q1	$552K	Sell	8,542 -261	-3%	-$18.4K	﹤0.01%	861
2025 Q4	$592K	Buy	+8,803	New	+$592K	﹤0.01%	805
2025 Q2	$432K	Sell	8,303 -72	-0.9%	-$4.1K	﹤0.01%	843
2025 Q1	$534K	Buy	8,375 +1,606	+24%	+$93.3K	﹤0.01%	682
2024 Q4	$324K	Buy	6,769 +533	+9%	+$27.3K	﹤0.01%	843
2024 Q3	$357K	Buy	+6,236	New	+$358K	﹤0.01%	800
2024 Q1	–	Sell	-5,500	Closed	-$203K	–	850
2023 Q4	$203K	Sell	5,500 -16	-0.3%	-$603	﹤0.01%	712
2023 Q3	$211K	Buy	+5,516	New	+$226K	﹤0.01%	656
2023 Q2	–	Sell	-6,685	Closed	-$212K	–	694
2023 Q1	$212K	Buy	6,685 +1,171	+21%	+$54.9K	﹤0.01%	562
2022 Q4	$314K	Buy	+5,514	New	+$282K	0.01%	463
2022 Q3	–	Sell	-5,500	Closed	-$242K	–	449
2022 Q2	$242K	Sell	5,500 -3,000	-35%	-$130K	0.01%	534
2022 Q1	$339K	Hold	8,500	–	–	0.01%	467
2021 Q4	$342K	Hold	8,500	–	–	0.01%	439
2021 Q3	$346K	Hold	8,500	–	–	0.01%	405
2021 Q2	$386K	Hold	8,500	–	–	0.01%	386
2021 Q1	$354K	Hold	8,500	–	–	0.01%	378
2020 Q4	$363K	Hold	8,500	–	–	0.01%	319
2020 Q3	$223K	Buy	+8,500	New	+$237K	0.01%	329
2020 Q2	–	Sell	-10,000	Closed	-$226K	–	324
2020 Q1	$180K	Hold	10,000	–	–	0.01%	352
2019 Q4	$177K	Hold	10,000	–	–	0.01%	402
2019 Q3	$155K	Hold	10,000	–	–	0.01%	351
2019 Q2	$172K	Buy	+10,000	New	+$161K	0.01%	301

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EP Wealth Advisors's HALO Position: Q2 2026 in Review

EP Wealth Advisors increased its Halozyme (HALO) stake by 2.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 8,761 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

EP Wealth Advisors first reported a position in HALO in Q2 2019 and has held it in 23 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

EP Wealth Advisors held 8,761 shares of Halozyme worth $686K as of Q2 2026.
EP Wealth Advisors bought 219 Halozyme shares in Q2 2026, an estimated $14.9K.
Halozyme made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #885 holding.
EP Wealth Advisors first reported a position in Halozyme in Q2 2019 and has held it in 23 quarters since.
671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.