Evercore Wealth Management’s Halozyme HALO Stock Holding History

Evercore 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	$313K	Hold	4,000	–	–	﹤0.01%	333
2026 Q1	$259K	Hold	4,000	–	–	﹤0.01%	351
2025 Q4	$269K	Hold	4,000	–	–	﹤0.01%	355
2025 Q3	$293K	Hold	4,000	–	–	﹤0.01%	351
2025 Q2	$208K	Hold	4,000	–	–	﹤0.01%	386
2025 Q1	$255K	Buy	+4,000	New	+$232K	﹤0.01%	362
2024 Q4	–	Sell	-4,143	Closed	-$237K	–	428
2024 Q3	$237K	Hold	4,143	–	–	﹤0.01%	377
2024 Q2	$217K	Buy	+4,143	New	+$182K	﹤0.01%	386
2023 Q1	–	Sell	-4,143	Closed	-$236K	–	409
2022 Q4	$236K	Buy	+4,143	New	+$212K	﹤0.01%	360

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

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

Evercore Wealth Management held its Halozyme (HALO) position steady in Q2 2026 at 4,000 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Evercore Wealth Management first reported a position in HALO in Q4 2022 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Evercore Wealth Management held 4,000 shares of Halozyme worth $313K as of Q2 2026.
Evercore Wealth Management left its Halozyme share count unchanged in Q2 2026.
Halozyme made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #333 holding.
Evercore Wealth Management first reported a position in Halozyme in Q4 2022 and has held it in 9 quarters since.
668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.