JWA
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JFS Wealth Advisors’s Halozyme HALO Stock Holding History

JFS Wealth Advisors’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 		$7.59K Hold
97
– – ﹤0.01% 1123
2026
Q1 		$6.27K Buy
97
+6
+7% +$423 ﹤0.01% 1115
2025
Q4 		$6.13K Buy
91
+22
+32% +$1.48K ﹤0.01% 1156
2025
Q3 		$5.06K Sell
69
-3
-4% -$199 ﹤0.01% 1114
2025
Q2 		$3.75K Sell
72
-248
-78% -$14.1K ﹤0.01% 1188
2025
Q1 		$20.4K Buy
320
+270
+540% +$15.7K ﹤0.01% 654
2024
Q4 		$2.39K Sell
50
-3
-6% -$154 ﹤0.01% 1403
2024
Q3 		$3.03K Buy
53
+4
+8% +$229 ﹤0.01% 1309
2024
Q2 		$2.57K Hold
49
– – ﹤0.01% 1344
2024
Q1 		$1.99K Sell
49
-9
-16% -$337 ﹤0.01% 1440
2023
Q4 		$2.14K Buy
58
+8
+16% +$301 ﹤0.01% 1400
2023
Q3 		$1.91K Buy
50
+8
+19% +$328 ﹤0.01% 1376
2023
Q2 		$1.51K Sell
42
-24
-36% -$819 ﹤0.01% 1487
2023
Q1 		$2.52K Buy
66
+7
+12% +$328 ﹤0.01% 1274
2022
Q4 		$3.36K Buy
59
+3
+5% +$154 ﹤0.01% 1156
2022
Q3 		$2K Sell
56
-24
-30% -$1.06K ﹤0.01% 1328
2022
Q2 		$4K Buy
80
+35
+78% +$1.51K ﹤0.01% 1076
2022
Q1 		$2K Buy
45
+28
+165% +$997 ﹤0.01% 1418
2021
Q4 		$1K Buy
+17
New +$635 ﹤0.01% 1382

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

JFS Wealth Advisors's HALO Position: Q2 2026 in Review

JFS Wealth Advisors held its Halozyme (HALO) position steady in Q2 2026 at 97 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

JFS Wealth Advisors first reported a position in HALO in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.4K in Q1 2025. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • JFS Wealth Advisors held 97 shares of Halozyme worth $7.59K as of Q2 2026.
  • JFS Wealth Advisors left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1123 holding.
  • JFS Wealth Advisors first reported a position in Halozyme in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Halozyme position peaked at $20.4K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.