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JPL Wealth Management’s Halozyme HALO Stock Holding History

JPL Wealth 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
Q2 		$14.8K Hold
189
– – ﹤0.01% 494
2026
Q1 		$12.2K Buy
+189
New +$13.3K ﹤0.01% 488
2025
Q4 		– Sell
-172
Closed -$12.6K – 538
2025
Q3 		$12.6K Buy
+172
New +$11.4K ﹤0.01% 493

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

JPL Wealth Management's HALO Position: Q2 2026 in Review

JPL Wealth Management held its Halozyme (HALO) position steady in Q2 2026 at 189 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

JPL Wealth Management first reported a position in HALO in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • JPL Wealth Management held 189 shares of Halozyme worth $14.8K as of Q2 2026.
  • JPL Wealth Management left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #494 holding.
  • JPL Wealth Management first reported a position in Halozyme in Q3 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.