Oakmont Advisory Group’s Halozyme HALO Stock Holding History

Oakmont 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	$388K	Buy	4,953 +54	+1%	+$3.68K	0.33%	79
2026 Q1	$317K	Buy	+4,899	New	+$345K	0.32%	91

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Oakmont Advisory Group's HALO Position: Q2 2026 in Review

Oakmont Advisory Group increased its Halozyme (HALO) stake by 1.1% in Q2 2026, buying an estimated $3.68K and bringing the position to 4,953 shares worth $388K. The position accounts for 0.33% of the portfolio, ranked #79.

Oakmont Advisory Group first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Oakmont Advisory Group held 4,953 shares of Halozyme worth $388K as of Q2 2026.
Oakmont Advisory Group bought 54 Halozyme shares in Q2 2026, an estimated $3.68K.
Halozyme made up 0.33% of Oakmont Advisory Group's portfolio in Q2 2026, its #79 holding.
Oakmont Advisory Group first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
665 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.