Jones Financial Companies
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Jones Financial Companies’s Halozyme HALO Stock Holding History

Jones Financial Companies’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 		$5M Sell
66,747
-8,431
-11% -$575K ﹤0.01% 1192
2026
Q1 		$4.63M Buy
75,178
+72,610
+2,827% +$5.12M ﹤0.01% 1101
2025
Q4 		$173K Buy
2,568
+286
+13% +$19.2K ﹤0.01% 1970
2025
Q3 		$168K Buy
2,282
+477
+26% +$31.7K ﹤0.01% 1859
2025
Q2 		$94.2K Buy
1,805
+507
+39% +$28.8K ﹤0.01% 1960
2025
Q1 		$82.9K Buy
1,298
+732
+129% +$42.5K ﹤0.01% 1860
2024
Q4 		$27.1K Buy
566
+130
+30% +$6.67K ﹤0.01% 2122
2024
Q3 		$24.8K Buy
436
+55
+14% +$3.15K ﹤0.01% 1875
2024
Q2 		$19.9K Buy
+381
New +$16.7K ﹤0.01% 1536

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 $3.38T AUM 44.17% 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

Jones Financial Companies's HALO Position: Q2 2026 in Review

Jones Financial Companies reduced its Halozyme (HALO) stake by 11% in Q2 2026, selling an estimated $575K and leaving 66,747 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Jones Financial Companies first reported a position in HALO in Q2 2024 and has held it in 9 quarters since. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Jones Financial Companies held 66,747 shares of Halozyme worth $5M as of Q2 2026.
  • Jones Financial Companies sold 8,431 Halozyme shares in Q2 2026, an estimated $575K.
  • Halozyme made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1192 holding.
  • Jones Financial Companies first reported a position in Halozyme in Q2 2024 and has held it in 9 quarters since.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.