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Koa Wealth Management’s Halozyme HALO Stock Holding History

Koa 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 		$7.38M Buy
94,333
+511
+0.5% +$34.8K 5.02% 5
2026
Q1 		$6.06M Buy
93,822
+714
+0.8% +$50.3K 4.38% 5
2025
Q4 		$6.27M Buy
93,108
+6,465
+7% +$435K 4.3% 5
2025
Q3 		$6.35M Sell
86,643
-3,878
-4% -$258K 4.71% 4
2025
Q2 		$4.71M Buy
90,521
+5,043
+6% +$287K 3.74% 6
2025
Q1 		$5.45M Buy
85,478
+3,071
+4% +$178K 4.4% 5
2024
Q4 		$3.94M Buy
82,407
+7,924
+11% +$406K 3.22% 6
2024
Q3 		$4.26M Buy
74,483
+915
+1% +$52.5K 3.29% 8
2024
Q2 		$3.85M Sell
73,568
-848
-1% -$37.2K 3.26% 8
2024
Q1 		$3.03M Buy
74,416
+9,503
+15% +$356K 2.73% 11
2023
Q4 		$2.4M Buy
+64,913
New +$2.44M 2.37% 14

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

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

Koa Wealth Management increased its Halozyme (HALO) stake by 0.54% in Q2 2026, buying an estimated $34.8K and bringing the position to 94,333 shares worth $7.38M. The position accounts for 5.02% of the portfolio, ranked #5.

Koa Wealth Management first reported a position in HALO in Q4 2023 and has held it in 11 quarters since. 672 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Koa Wealth Management held 94,333 shares of Halozyme worth $7.38M as of Q2 2026.
  • Koa Wealth Management bought 511 Halozyme shares in Q2 2026, an estimated $34.8K.
  • Halozyme made up 5.02% of Koa Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Koa Wealth Management first reported a position in Halozyme in Q4 2023 and has held it in 11 quarters since.
  • 672 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.