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Net Worth Advisory Group’s Halozyme HALO Stock Holding History

Net Worth Advisory 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 		$570K Sell
7,283
-190
-3% -$13K 0.14% 165
2026
Q1 		$483K Buy
7,473
+656
+10% +$46.2K 0.1% 207
2025
Q4 		$459K Buy
6,817
+1,062
+18% +$71.4K 0.09% 223
2025
Q3 		$422K Sell
5,755
-297
-5% -$19.7K 0.12% 190
2025
Q2 		$315K Buy
6,052
+426
+8% +$24.2K 0.07% 288
2025
Q1 		$359K Sell
5,626
-52
-0.9% -$3.02K 0.11% 208
2024
Q4 		$271K Sell
5,678
-42
-0.7% -$2.15K 0.08% 278
2024
Q3 		$327K Buy
+5,720
New +$328K 0.1% 245

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

Net Worth Advisory Group's HALO Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Halozyme (HALO) stake by 2.5% in Q2 2026, selling an estimated $13K and leaving 7,283 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #165.

Net Worth Advisory Group first reported a position in HALO in Q3 2024 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Net Worth Advisory Group held 7,283 shares of Halozyme worth $570K as of Q2 2026.
  • Net Worth Advisory Group sold 190 Halozyme shares in Q2 2026, an estimated $13K.
  • Halozyme made up 0.14% of Net Worth Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Net Worth Advisory Group first reported a position in Halozyme in Q3 2024 and has held it in 8 quarters since.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.