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Journey Retirement Planning & Investment Management’s Halozyme HALO Stock Holding History

Journey Retirement Planning & Investment Management’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
Q1 		– Sell
-5,064
Closed -$341K – 179
2025
Q4 		$341K Buy
+5,064
New +$341K 0.07% 184

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HALO Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Halozyme (HALO) in Q1 2026, closing a stake of 5,064 shares — an estimated $341K sold.

Journey Retirement Planning & Investment Management first reported a position in HALO in Q4 2025 and held it in 1 quarter. The position peaked at $341K in Q4 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 5,064 Halozyme shares in Q1 2026, an estimated $341K.
  • Journey Retirement Planning & Investment Management first reported a position in Halozyme in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Halozyme position peaked at $341K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.