Focus Partners Wealth
HALO icon

Focus Partners Wealth’s Halozyme HALO Stock Holding History

Focus Partners Wealth’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 		$12.8M Sell
163,036
-6,250
-4% -$426K 0.01% 636
2026
Q1 		$10.9M Buy
169,286
+45,387
+37% +$3.2M 0.01% 694
2025
Q4 		$8.34M Buy
123,899
+806
+0.7% +$54.2K 0.01% 762
2025
Q3 		$9.01M Sell
123,093
-9,550
-7% -$634K 0.01% 583
2025
Q2 		$6.9M Buy
132,643
+11,828
+10% +$673K 0.01% 581
2025
Q1 		$7.71M Buy
120,815
+40,260
+50% +$2.34M 0.02% 522
2024
Q4 		$3.85M Buy
80,555
+1,049
+1% +$53.8K 0.01% 684
2024
Q3 		$4.55M Sell
79,506
-13,147
-14% -$754K 0.01% 582
2024
Q2 		$4.85M Buy
92,653
+1,308
+1% +$57.4K 0.02% 502
2024
Q1 		$3.72M Buy
91,345
+11,552
+14% +$433K 0.03% 374
2023
Q4 		$2.95M Buy
+79,793
New +$3.01M 0.04% 304

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

Focus Partners Wealth's HALO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Halozyme (HALO) stake by 3.7% in Q2 2026, selling an estimated $426K and leaving 163,036 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #636.

Focus Partners Wealth first reported a position in HALO in Q4 2023 and has held it in 11 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Focus Partners Wealth held 163,036 shares of Halozyme worth $12.8M as of Q2 2026.
  • Focus Partners Wealth sold 6,250 Halozyme shares in Q2 2026, an estimated $426K.
  • Halozyme made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #636 holding.
  • Focus Partners Wealth first reported a position in Halozyme in Q4 2023 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

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