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Evergreen Capital Management’s Halozyme HALO Stock Holding History

Evergreen Capital 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 		$433K Buy
5,538
+2,191
+65% +$149K 0.01% 990
2026
Q1 		$216K Buy
+3,347
New +$236K ﹤0.01% 1352
2025
Q4 		– Sell
-2,921
Closed -$214K – 1458
2025
Q3 		$214K Buy
+2,921
New +$194K 0.01% 1196

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

Evergreen Capital Management's HALO Position: Q2 2026 in Review

Evergreen Capital Management increased its Halozyme (HALO) stake by 65% in Q2 2026, buying an estimated $149K and bringing the position to 5,538 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #990.

Evergreen Capital Management first reported a position in HALO in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Evergreen Capital Management held 5,538 shares of Halozyme worth $433K as of Q2 2026.
  • Evergreen Capital Management bought 2,191 Halozyme shares in Q2 2026, an estimated $149K.
  • Halozyme made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #990 holding.
  • Evergreen Capital Management first reported a position in Halozyme in Q3 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.