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Legacy Wealth Management (Idaho)’s Halozyme HALO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-159
Closed -$10.3K – 507
2026
Q1 		$10.3K Hold
159
– – 0.01% 482
2025
Q4 		$10.7K Buy
159
+44
+38% +$2.96K 0.01% 416
2025
Q3 		$8.44K Hold
115
– – ﹤0.01% 368
2025
Q2 		$5.98K Sell
115
-20
-15% -$1.14K ﹤0.01% 374
2025
Q1 		$8.62K Hold
135
– – 0.01% 357
2024
Q4 		$7.71K Buy
135
+20
+17% +$1.03K ﹤0.01% 329
2024
Q3 		$6.74K Buy
+115
New +$6.59K ﹤0.01% 361

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s HALO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Halozyme (HALO) in Q2 2026, closing a stake of 159 shares — an estimated $10.3K sold.

Legacy Wealth Management (Idaho) first reported a position in HALO in Q3 2024 and held it in 7 quarters. The position peaked at $10.7K in Q4 2025. 674 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 159 Halozyme shares in Q2 2026, an estimated $10.3K.
  • Legacy Wealth Management (Idaho) first reported a position in Halozyme in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Halozyme position peaked at $10.7K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.