Intentional Wealth Strategies’s Halozyme HALO Stock Holding History

Intentional Wealth Strategies’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	-40	Closed	-$2.58K	–	413
2026 Q1	$2.58K	Buy	+40	New	+$2.82K	﹤0.01%	614

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

Intentional Wealth Strategies's HALO Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Halozyme (HALO) in Q2 2026, closing a stake of 40 shares — an estimated $2.58K sold.

Intentional Wealth Strategies first reported a position in HALO in Q1 2026 and held it in 1 quarter. The position peaked at $2.58K in Q1 2026. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Intentional Wealth Strategies reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 40 Halozyme shares in Q2 2026, an estimated $2.58K.
Intentional Wealth Strategies first reported a position in Halozyme in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Halozyme position peaked at $2.58K in Q1 2026.
668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.