James Investment Research’s Halozyme HALO Stock Holding History

James Investment Research’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	$2.08M	Buy	26,578 +251	+1%	+$17.1K	0.21%	113
2026 Q1	$1.7M	Sell	26,327 -235	-0.9%	-$16.6K	0.19%	120
2025 Q4	$1.79M	Sell	26,562 -10,954	-29%	-$737K	0.2%	105
2025 Q3	$2.75M	Buy	37,516 +1,625	+5%	+$108K	0.3%	82
2025 Q2	$1.87M	Sell	35,891 -637	-2%	-$36.2K	0.22%	102
2025 Q1	$2.33M	Buy	36,528 +7,949	+28%	+$462K	0.3%	86
2024 Q4	$1.37M	Sell	28,579 -496	-2%	-$25.4K	0.16%	122
2024 Q3	$1.66M	Buy	29,075 +7,903	+37%	+$453K	0.19%	117
2024 Q2	$1.11M	Buy	+21,172	New	+$929K	0.13%	141

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

James Investment Research's HALO Position: Q2 2026 in Review

James Investment Research increased its Halozyme (HALO) stake by 0.95% in Q2 2026, buying an estimated $17.1K and bringing the position to 26,578 shares worth $2.08M. The position accounts for 0.21% of the portfolio, ranked #113.

James Investment Research first reported a position in HALO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2025. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

James Investment Research held 26,578 shares of Halozyme worth $2.08M as of Q2 2026.
James Investment Research bought 251 Halozyme shares in Q2 2026, an estimated $17.1K.
Halozyme made up 0.21% of James Investment Research's portfolio in Q2 2026, its #113 holding.
James Investment Research first reported a position in Halozyme in Q2 2024 and has held it in 9 quarters since.
James Investment Research's Halozyme position peaked at $2.75M in Q3 2025.
668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.