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Oxford Wealth Group’s Halozyme HALO Stock Holding History

Oxford Wealth 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 		$435K Buy
6,723
+53
+0.8% +$3.74K 0.24% 61
2025
Q4 		$449K Buy
+6,670
New +$449K 0.22% 62

Other funds holding HALO

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Wealth Group's HALO Position: Q1 2026 in Review

Oxford Wealth Group increased its Halozyme (HALO) stake by 0.79% in Q1 2026, buying an estimated $3.74K and bringing the position to 6,723 shares worth $435K. The position accounts for 0.24% of the portfolio, ranked #61.

Oxford Wealth Group first reported a position in HALO in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Oxford Wealth Group held 6,723 shares of Halozyme worth $435K as of Q1 2026.
  • Oxford Wealth Group bought 53 Halozyme shares in Q1 2026, an estimated $3.74K.
  • Halozyme made up 0.24% of Oxford Wealth Group's portfolio in Q1 2026, its #61 holding.
  • Oxford Wealth Group first reported a position in Halozyme in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Halozyme position peaked at $449K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

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