HWM
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HB Wealth Management’s Halozyme HALO Stock Holding History

HB Wealth Management’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 		$1.11M Buy
14,202
+10,483
+282% +$715K 0.01% 699
2026
Q1 		$240K Buy
3,719
+697
+23% +$49.1K ﹤0.01% 1338
2025
Q4 		$203K Sell
3,022
-148
-5% -$9.96K ﹤0.01% 1322
2025
Q3 		$232K Buy
+3,170
New +$211K ﹤0.01% 1200

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

HB Wealth Management's HALO Position: Q2 2026 in Review

HB Wealth Management increased its Halozyme (HALO) stake by 282% in Q2 2026, buying an estimated $715K and bringing the position to 14,202 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #699.

HB Wealth Management first reported a position in HALO in Q3 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • HB Wealth Management held 14,202 shares of Halozyme worth $1.11M as of Q2 2026.
  • HB Wealth Management bought 10,483 Halozyme shares in Q2 2026, an estimated $715K.
  • Halozyme made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #699 holding.
  • HB Wealth Management first reported a position in Halozyme in Q3 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.