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BFC Planning, Inc.’s Halozyme HALO Stock Holding History

BFC Planning, Inc.’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 		$351K Sell
4,482
-614
-12% -$41.9K 0.01% 739
2026
Q1 		$329K Sell
5,096
-1,046
-17% -$73.7K 0.01% 696
2025
Q4 		$413K Buy
6,142
+187
+3% +$12.6K 0.02% 606
2025
Q3 		$437K Buy
5,955
+664
+13% +$44.1K 0.03% 419
2025
Q2 		$275K Sell
5,291
-51
-1% -$2.9K 0.02% 516
2025
Q1 		$341K Buy
5,342
+531
+11% +$30.8K 0.03% 432
2024
Q4 		$230K Buy
+4,811
New +$247K 0.02% 559

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 $111B AUM 30.48% 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 $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

BFC Planning, Inc.'s HALO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Halozyme (HALO) stake by 12% in Q2 2026, selling an estimated $41.9K and leaving 4,482 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #739.

BFC Planning, Inc. first reported a position in HALO in Q4 2024 and has held it in 7 quarters since. The position peaked at $437K in Q3 2025. 678 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • BFC Planning, Inc. held 4,482 shares of Halozyme worth $351K as of Q2 2026.
  • BFC Planning, Inc. sold 614 Halozyme shares in Q2 2026, an estimated $41.9K.
  • Halozyme made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #739 holding.
  • BFC Planning, Inc. first reported a position in Halozyme in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Halozyme position peaked at $437K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.