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Independent Financial Group’s Halozyme HALO Stock Holding History

Independent Financial Group’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 		$458K Buy
5,857
+975
+20% +$66.5K 0.01% 1037
2026
Q1 		$316K Buy
4,882
+133
+3% +$9.38K 0.01% 1135
2025
Q4 		$320K Buy
4,749
+267
+6% +$18K 0.01% 1119
2025
Q3 		$329K Buy
4,482
+323
+8% +$21.5K 0.01% 1045
2025
Q2 		$216K Buy
4,159
+12
+0.3% +$683 0.01% 1189
2025
Q1 		$265K Buy
+4,147
New +$241K 0.01% 981
2024
Q4 		– Sell
-3,834
Closed -$219K – 1194
2024
Q3 		$219K Buy
+3,834
New +$220K 0.01% 1025

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

Independent Financial Group's HALO Position: Q2 2026 in Review

Independent Financial Group increased its Halozyme (HALO) stake by 20% in Q2 2026, buying an estimated $66.5K and bringing the position to 5,857 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1037.

Independent Financial Group first reported a position in HALO in Q3 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Independent Financial Group held 5,857 shares of Halozyme worth $458K as of Q2 2026.
  • Independent Financial Group bought 975 Halozyme shares in Q2 2026, an estimated $66.5K.
  • Halozyme made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1037 holding.
  • Independent Financial Group first reported a position in Halozyme in Q3 2024 and has held it in 7 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.