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Optimist Retirement Group’s Halozyme HALO Stock Holding History

Optimist Retirement 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
Q1 		– Sell
-5,595
Closed -$377K – 120
2025
Q4 		$377K Hold
5,595
– – 0.17% 74
2025
Q3 		$410K Sell
5,595
-10
-0.2% -$664 0.19% 67
2025
Q2 		$292K Buy
+5,605
New +$319K 0.14% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimist Retirement Group's HALO Position: Q1 2026 in Review

Optimist Retirement Group sold out of Halozyme (HALO) in Q1 2026, closing a stake of 5,595 shares — an estimated $377K sold.

Optimist Retirement Group first reported a position in HALO in Q2 2025 and held it in 3 quarters. The position peaked at $410K in Q3 2025. 636 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Optimist Retirement Group reported no remaining Halozyme position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 5,595 Halozyme shares in Q1 2026, an estimated $377K.
  • Optimist Retirement Group first reported a position in Halozyme in Q2 2025 and held it in 3 quarters.
  • Optimist Retirement Group's Halozyme position peaked at $410K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.