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Mark Sheptoff Financial Planning’s Halozyme HALO Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$5.6K Sell
85
-150
-64% -$10.6K ﹤0.01% 426
2025
Q4 		$15.8K Sell
235
-800
-77% -$53.8K 0.01% 296
2025
Q3 		$75.9K Buy
1,035
+901
+672% +$59.9K 0.04% 166
2025
Q2 		$6.97K Buy
134
+49
+58% +$2.79K ﹤0.01% 370
2025
Q1 		$5.42K Hold
85
– – ﹤0.01% 368
2024
Q4 		$4.06K Hold
85
– – ﹤0.01% 378
2024
Q3 		$4.87K Hold
85
– – ﹤0.01% 363
2024
Q2 		$4.45K Hold
85
– – ﹤0.01% 368
2024
Q1 		$3.46K Buy
+85
New +$3.19K ﹤0.01% 348

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's HALO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Halozyme (HALO) stake by 64% in Q1 2026, selling an estimated $10.6K and leaving 85 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Mark Sheptoff Financial Planning first reported a position in HALO in Q1 2024 and has held it in 9 quarters since. The position peaked at $75.9K in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 85 shares of Halozyme worth $5.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 150 Halozyme shares in Q1 2026, an estimated $10.6K.
  • Halozyme made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #426 holding.
  • Mark Sheptoff Financial Planning first reported a position in Halozyme in Q1 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Halozyme position peaked at $75.9K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.