Lloyd Advisory Services’s Halozyme HALO Stock Holding History

Lloyd Advisory Services’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	-26	Closed	-$1.68K	–	783
2026 Q1	$1.68K	Buy	+26	New	+$1.83K	﹤0.01%	690
2023 Q4	–	Sell	-5,635	Closed	-$215K	–	227
2023 Q3	$215K	Buy	+5,635	New	+$231K	0.07%	230
2022 Q2	–	Sell	-14	Closed	-$1K	–	271
2022 Q1	$1K	Buy	+14	New	+$499	﹤0.01%	563

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lloyd Advisory Services's HALO Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Halozyme (HALO) in Q2 2026, closing a stake of 26 shares — an estimated $1.68K sold.

Lloyd Advisory Services first reported a position in HALO in Q1 2022 and held it in 3 quarters. The position peaked at $215K in Q3 2023. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Lloyd Advisory Services reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 26 Halozyme shares in Q2 2026, an estimated $1.68K.
Lloyd Advisory Services first reported a position in Halozyme in Q1 2022 and held it in 3 quarters.
Lloyd Advisory Services's Halozyme position peaked at $215K in Q3 2023.
668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.