EWA
HALO icon

EverSource Wealth Advisors’s Halozyme HALO Stock Holding History

EverSource 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 		$325K Buy
4,146
+1,145
+38% +$78.1K 0.01% 761
2026
Q1 		$194K Buy
3,001
+48
+2% +$3.38K 0.01% 1075
2025
Q4 		$199K Sell
2,953
-96
-3% -$6.46K 0.01% 951
2025
Q3 		$224K Buy
3,049
+364
+14% +$24.2K 0.01% 850
2025
Q2 		$140K Buy
2,685
+174
+7% +$9.9K 0.01% 1033
2025
Q1 		$160K Buy
2,511
+211
+9% +$12.3K 0.01% 746
2024
Q4 		$110K Buy
2,300
+30
+1% +$1.54K 0.01% 872
2024
Q3 		$130K Sell
2,270
-111
-5% -$6.36K 0.01% 706
2024
Q2 		$132K Buy
2,381
+41
+2% +$1.8K 0.01% 704
2024
Q1 		$89.2K Sell
2,340
-67
-3% -$2.51K 0.01% 751
2023
Q4 		$89K Sell
2,407
-82
-3% -$3.09K 0.01% 681
2023
Q3 		$95.1K Buy
2,489
+40
+2% +$1.64K 0.01% 581
2023
Q2 		$88.3K Buy
+2,449
New +$83.6K 0.01% 622
2022
Q2 		– Sell
-215
Closed -$9K – 1779
2022
Q1 		$9K Hold
215
– – ﹤0.01% 1013
2021
Q4 		$9K Buy
+215
New +$8.03K ﹤0.01% 998

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

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

EverSource Wealth Advisors increased its Halozyme (HALO) stake by 38% in Q2 2026, buying an estimated $78.1K and bringing the position to 4,146 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #761.

EverSource Wealth Advisors first reported a position in HALO in Q4 2021 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • EverSource Wealth Advisors held 4,146 shares of Halozyme worth $325K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,145 Halozyme shares in Q2 2026, an estimated $78.1K.
  • Halozyme made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #761 holding.
  • EverSource Wealth Advisors first reported a position in Halozyme in Q4 2021 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.