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Fiduciary Alliance’s Halozyme HALO Stock Holding History

Fiduciary Alliance’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 		$306K Sell
3,905
-18
-0.5% -$1.23K 0.02% 438
2026
Q1 		$267K Sell
3,923
-2,208
-36% -$156K 0.02% 472
2025
Q4 		$413K Sell
6,131
-4
-0.1% -$269 0.03% 365
2025
Q3 		$450K Sell
6,135
-185
-3% -$12.3K 0.03% 355
2025
Q2 		$329K Sell
6,320
-1,302
-17% -$74.1K 0.02% 377
2025
Q1 		$486K Sell
7,622
-700
-8% -$40.7K 0.05% 259
2024
Q4 		$398K Buy
+8,322
New +$427K 0.04% 260

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

Fiduciary Alliance's HALO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Halozyme (HALO) stake by 0.46% in Q2 2026, selling an estimated $1.23K and leaving 3,905 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #438.

Fiduciary Alliance first reported a position in HALO in Q4 2024 and has held it in 7 quarters since. The position peaked at $486K in Q1 2025. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Fiduciary Alliance held 3,905 shares of Halozyme worth $306K as of Q2 2026.
  • Fiduciary Alliance sold 18 Halozyme shares in Q2 2026, an estimated $1.23K.
  • Halozyme made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #438 holding.
  • Fiduciary Alliance first reported a position in Halozyme in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's Halozyme position peaked at $486K in Q1 2025.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.