Graetz Wealth’s Halozyme HALO Stock Holding History

Graetz 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	$290K	Buy	3,708 +140	+4%	+$9.55K	0.23%	59
2026 Q1	$231K	Buy	+3,568	New	+$252K	0.21%	70

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Graetz Wealth's HALO Position: Q2 2026 in Review

Graetz Wealth increased its Halozyme (HALO) stake by 3.9% in Q2 2026, buying an estimated $9.55K and bringing the position to 3,708 shares worth $290K. The position accounts for 0.23% of the portfolio, ranked #59.

Graetz Wealth first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Graetz Wealth held 3,708 shares of Halozyme worth $290K as of Q2 2026.
Graetz Wealth bought 140 Halozyme shares in Q2 2026, an estimated $9.55K.
Halozyme made up 0.23% of Graetz Wealth's portfolio in Q2 2026, its #59 holding.
Graetz Wealth first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
667 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.