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Peak Retirement Planning’s Halozyme HALO Stock Holding History

Peak Retirement Planning’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 		$5.29M Buy
67,523
+20,906
+45% +$1.43M 0.84% 25
2026
Q1 		$3.01M Buy
+46,617
New +$3.29M 0.6% 45

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

Peak Retirement Planning's HALO Position: Q2 2026 in Review

Peak Retirement Planning increased its Halozyme (HALO) stake by 45% in Q2 2026, buying an estimated $1.43M and bringing the position to 67,523 shares worth $5.29M. The position accounts for 0.84% of the portfolio, ranked #25.

Peak Retirement Planning first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Peak Retirement Planning held 67,523 shares of Halozyme worth $5.29M as of Q2 2026.
  • Peak Retirement Planning bought 20,906 Halozyme shares in Q2 2026, an estimated $1.43M.
  • Halozyme made up 0.84% of Peak Retirement Planning's portfolio in Q2 2026, its #25 holding.
  • Peak Retirement Planning first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.