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LRI Investments’s Halozyme HALO Stock Holding History

LRI Investments’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 		$3.76K Buy
48
+6
+14% +$409 ﹤0.01% 1187
2026
Q1 		$2.71K Hold
42
– – ﹤0.01% 1221
2025
Q4 		$2.83K Hold
42
– – ﹤0.01% 1150
2025
Q3 		$3.08K Hold
42
– – ﹤0.01% 1137
2025
Q2 		$2.19K Hold
42
– – ﹤0.01% 1158
2025
Q1 		$2.68K Hold
42
– – ﹤0.01% 1065
2024
Q4 		$2.01K Hold
42
– – ﹤0.01% 1076
2024
Q3 		$2.27K Hold
42
– – ﹤0.01% 1064
2024
Q2 		$2.2K Hold
42
– – ﹤0.01% 1045
2024
Q1 		$1.71K Buy
+42
New +$1.57K ﹤0.01% 759

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

LRI Investments's HALO Position: Q2 2026 in Review

LRI Investments increased its Halozyme (HALO) stake by 14% in Q2 2026, buying an estimated $409 and bringing the position to 48 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

LRI Investments first reported a position in HALO in Q1 2024 and has held it in 10 quarters since. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • LRI Investments held 48 shares of Halozyme worth $3.76K as of Q2 2026.
  • LRI Investments bought 6 Halozyme shares in Q2 2026, an estimated $409.
  • Halozyme made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1187 holding.
  • LRI Investments first reported a position in Halozyme in Q1 2024 and has held it in 10 quarters since.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.