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Marshall Financial Group (Maryland)’s Halozyme HALO Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q2 		– Sell
-33,545
Closed -$2.14M – 258
2025
Q1 		$2.14M Buy
33,545
+1,548
+5% +$89.9K 0.47% 45
2024
Q4 		$1.53M Buy
+31,997
New +$1.64M 0.37% 62

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HALO Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of Halozyme (HALO) in Q2 2025, closing a stake of 33,545 shares — an estimated $2.14M sold.

Marshall Financial Group (Maryland) first reported a position in HALO in Q4 2024 and held it in 2 quarters. The position peaked at $2.14M in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 33,545 Halozyme shares in Q2 2025, an estimated $2.14M.
  • Marshall Financial Group (Maryland) first reported a position in Halozyme in Q4 2024 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Halozyme position peaked at $2.14M in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.