LPL Financial
HALO icon

LPL Financial’s Halozyme HALO Stock Holding History

LPL Financial’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 		$15.9M Buy
203,557
+9,253
+5% +$631K ﹤0.01% 1741
2026
Q1 		$12.6M Sell
194,304
-16,016
-8% -$1.13M ﹤0.01% 1807
2025
Q4 		$14.2M Buy
210,320
+15,376
+8% +$1.03M ﹤0.01% 1650
2025
Q3 		$14.3M Sell
194,944
-27,994
-13% -$1.86M ﹤0.01% 1588
2025
Q2 		$11.6M Sell
222,938
-19,494
-8% -$1.11M ﹤0.01% 1615
2025
Q1 		$15.5M Buy
242,432
+35,429
+17% +$2.06M 0.01% 1323
2024
Q4 		$9.9M Buy
207,003
+55,410
+37% +$2.84M ﹤0.01% 1557
2024
Q3 		$8.68M Buy
151,593
+36,762
+32% +$2.11M ﹤0.01% 1571
2024
Q2 		$6.01M Buy
114,831
+59,701
+108% +$2.62M ﹤0.01% 1719
2024
Q1 		$2.24M Buy
55,130
+7,629
+16% +$286K ﹤0.01% 2450
2023
Q4 		$1.76M Buy
47,501
+4,381
+10% +$165K ﹤0.01% 2527
2023
Q3 		$1.65M Buy
43,120
+4,738
+12% +$194K ﹤0.01% 2462
2023
Q2 		$1.38M Buy
38,382
+8,114
+27% +$277K ﹤0.01% 2585
2023
Q1 		$1.16M Buy
30,268
+10,482
+53% +$492K ﹤0.01% 2641
2022
Q4 		$1.13M Buy
19,786
+4,904
+33% +$251K ﹤0.01% 2558
2022
Q3 		$588K Sell
14,882
-1,615
-10% -$71.4K ﹤0.01% 3002
2022
Q2 		$726K Buy
16,497
+2,041
+14% +$88.3K ﹤0.01% 2864
2022
Q1 		$577K Sell
14,456
-10,133
-41% -$361K ﹤0.01% 3080
2021
Q4 		$989K Buy
24,589
+7,271
+42% +$271K ﹤0.01% 2671
2021
Q3 		$704K Sell
17,318
-238
-1% -$9.95K ﹤0.01% 2901
2021
Q2 		$797K Buy
17,556
+2,080
+13% +$92.1K ﹤0.01% 2758
2021
Q1 		$645K Buy
15,476
+4,990
+48% +$228K ﹤0.01% 2805
2020
Q4 		$448K Buy
10,486
+484
+5% +$17.4K ﹤0.01% 2855
2020
Q3 		$263K Sell
10,002
-27,674
-73% -$771K ﹤0.01% 3004
2020
Q2 		$1.01M Buy
+37,676
New +$850K ﹤0.01% 1815

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

LPL Financial's HALO Position: Q2 2026 in Review

LPL Financial increased its Halozyme (HALO) stake by 4.8% in Q2 2026, buying an estimated $631K and bringing the position to 203,557 shares worth $15.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

LPL Financial first reported a position in HALO in Q2 2020 and has held it in 25 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • LPL Financial held 203,557 shares of Halozyme worth $15.9M as of Q2 2026.
  • LPL Financial bought 9,253 Halozyme shares in Q2 2026, an estimated $631K.
  • Halozyme made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1741 holding.
  • LPL Financial first reported a position in Halozyme in Q2 2020 and has held it in 25 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.