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Merit Financial Group’s Halozyme HALO Stock Holding History

Merit Financial Group’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 		$392K Sell
5,004
-608
-11% -$41.5K ﹤0.01% 1647
2026
Q1 		$363K Buy
+5,612
New +$396K ﹤0.01% 1554
2025
Q4 		– Sell
-3,289
Closed -$241K – 1980
2025
Q3 		$241K Buy
+3,289
New +$218K ﹤0.01% 1561

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

Merit Financial Group's HALO Position: Q2 2026 in Review

Merit Financial Group reduced its Halozyme (HALO) stake by 11% in Q2 2026, selling an estimated $41.5K and leaving 5,004 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Merit Financial Group first reported a position in HALO in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Merit Financial Group held 5,004 shares of Halozyme worth $392K as of Q2 2026.
  • Merit Financial Group sold 608 Halozyme shares in Q2 2026, an estimated $41.5K.
  • Halozyme made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1647 holding.
  • Merit Financial Group first reported a position in Halozyme in Q3 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.