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Innovative Asset Advisors Group’s Halozyme HALO Stock Holding History

Innovative Asset Advisors 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 		– Sell
-123
Closed -$7.95K – 597
2026
Q1 		$7.95K Buy
+123
New +$8.67K ﹤0.01% 692

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

Innovative Asset Advisors Group's HALO Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Halozyme (HALO) in Q2 2026, closing a stake of 123 shares — an estimated $7.95K sold.

Innovative Asset Advisors Group first reported a position in HALO in Q1 2026 and held it in 1 quarter. The position peaked at $7.95K in Q1 2026. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 123 Halozyme shares in Q2 2026, an estimated $7.95K.
  • Innovative Asset Advisors Group first reported a position in Halozyme in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Halozyme position peaked at $7.95K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.