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Larson Financial Group’s Halozyme HALO Stock Holding History

Larson Financial Group’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 		$32.2K Sell
411
-208
-34% -$14.2K ﹤0.01% 1743
2026
Q1 		$40K Buy
619
+345
+126% +$24.3K ﹤0.01% 1465
2025
Q4 		$18.4K Sell
274
-80
-23% -$5.38K ﹤0.01% 1768
2025
Q3 		$26K Buy
354
+343
+3,118% +$22.8K ﹤0.01% 1489
2025
Q2 		$572 Buy
11
+4
+57% +$228 ﹤0.01% 2824
2025
Q1 		$447 Buy
7
+5
+250% +$290 ﹤0.01% 2606
2024
Q4 		$96 Sell
2
-192
-99% -$9.85K ﹤0.01% 2608
2024
Q3 		$11.1K Buy
194
+192
+9,600% +$11K ﹤0.01% 1441
2024
Q2 		$105 Hold
2
– – ﹤0.01% 2231
2024
Q1 		$81 Hold
2
– – ﹤0.01% 1720
2023
Q4 		$74 Buy
+2
New +$75 ﹤0.01% 1732

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

Larson Financial Group's HALO Position: Q2 2026 in Review

Larson Financial Group reduced its Halozyme (HALO) stake by 34% in Q2 2026, selling an estimated $14.2K and leaving 411 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Larson Financial Group first reported a position in HALO in Q4 2023 and has held it in 11 quarters since. The position peaked at $40K in Q1 2026. 672 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Larson Financial Group held 411 shares of Halozyme worth $32.2K as of Q2 2026.
  • Larson Financial Group sold 208 Halozyme shares in Q2 2026, an estimated $14.2K.
  • Halozyme made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1743 holding.
  • Larson Financial Group first reported a position in Halozyme in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Halozyme position peaked at $40K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

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