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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's HALO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Halozyme (HALO) in Q1 2026: 3,237 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HALO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HALO in Q4 2022 and has held it in 6 quarters since. The position peaked at $857K in Q3 2024. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

Mount Yale Investment Advisors held 3,237 shares of Halozyme worth $209K as of Q1 2026.
Halozyme was a new Mount Yale Investment Advisors position in Q1 2026.
Halozyme made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1042 holding.
Mount Yale Investment Advisors first reported a position in Halozyme in Q4 2022 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Halozyme position peaked at $857K in Q3 2024.
635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.