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Mount Yale Investment Advisors’s Halozyme HALO Stock Holding History

Mount Yale Investment Advisors’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 		$264K Buy
3,370
+133
+4% +$9.07K ﹤0.01% 1035
2026
Q1 		$209K Buy
+3,237
New +$228K ﹤0.01% 1042
2025
Q3 		– Sell
-4,661
Closed -$242K – 1062
2025
Q2 		$242K Sell
4,661
-8,275
-64% -$471K 0.02% 513
2025
Q1 		$825K Buy
12,936
+7,263
+128% +$422K 0.07% 228
2024
Q4 		$271K Sell
5,673
-9,305
-62% -$477K 0.02% 463
2024
Q3 		$857K Buy
+14,978
New +$859K 0.08% 224
2023
Q1 		– Sell
-3,683
Closed -$210K – 499
2022
Q4 		$210K Buy
+3,683
New +$189K 0.02% 429

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HALO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Halozyme (HALO) stake by 4.1% in Q2 2026, buying an estimated $9.07K and bringing the position to 3,370 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Mount Yale Investment Advisors first reported a position in HALO in Q4 2022 and has held it in 7 quarters since. The position peaked at $857K in Q3 2024. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Mount Yale Investment Advisors held 3,370 shares of Halozyme worth $264K as of Q2 2026.
  • Mount Yale Investment Advisors bought 133 Halozyme shares in Q2 2026, an estimated $9.07K.
  • Halozyme made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1035 holding.
  • Mount Yale Investment Advisors first reported a position in Halozyme in Q4 2022 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's Halozyme position peaked at $857K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.