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Juncture Wealth Strategies’s Halozyme HALO Stock Holding History

Juncture Wealth Strategies’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 		$929K Buy
11,865
+1,184
+11% +$80.7K 0.24% 67
2026
Q1 		$690K Sell
10,681
-294
-3% -$20.7K 0.23% 65
2025
Q4 		$739K Sell
10,975
-139
-1% -$9.35K 0.24% 58
2025
Q3 		$815K Buy
11,114
+580
+6% +$38.5K 0.27% 53
2025
Q2 		$548K Sell
10,534
-1,851
-15% -$105K 0.19% 64
2025
Q1 		$790K Buy
12,385
+407
+3% +$23.6K 0.31% 56
2024
Q4 		$573K Sell
11,978
-80
-0.7% -$4.1K 0.21% 65
2024
Q3 		$690K Buy
12,058
+415
+4% +$23.8K 0.27% 60
2024
Q2 		$610K Buy
11,643
+4,184
+56% +$183K 0.26% 55
2024
Q1 		$303K Buy
+7,459
New +$280K 0.13% 86

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Juncture Wealth Strategies's HALO Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Halozyme (HALO) stake by 11% in Q2 2026, buying an estimated $80.7K and bringing the position to 11,865 shares worth $929K. The position accounts for 0.24% of the portfolio, ranked #67.

Juncture Wealth Strategies first reported a position in HALO in Q1 2024 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Juncture Wealth Strategies held 11,865 shares of Halozyme worth $929K as of Q2 2026.
  • Juncture Wealth Strategies bought 1,184 Halozyme shares in Q2 2026, an estimated $80.7K.
  • Halozyme made up 0.24% of Juncture Wealth Strategies's portfolio in Q2 2026, its #67 holding.
  • Juncture Wealth Strategies first reported a position in Halozyme in Q1 2024 and has held it in 10 quarters since.
  • 342 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.