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Physician Wealth Advisors’s Halozyme HALO Stock Holding History

Physician Wealth Advisors’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 		– Sell
-10
Closed -$647 – 2389
2026
Q1 		$647 Hold
10
– – ﹤0.01% 1830
2025
Q4 		$673 Hold
10
– – ﹤0.01% 1750
2025
Q3 		$734 Sell
10
-12
-55% -$797 ﹤0.01% 1718
2025
Q2 		$1.15K Buy
22
+12
+120% +$683 ﹤0.01% 1307
2025
Q1 		$639 Buy
+10
New +$581 ﹤0.01% 1316

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

Physician Wealth Advisors's HALO Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Halozyme (HALO) in Q2 2026, closing a stake of 10 shares — an estimated $647 sold.

Physician Wealth Advisors first reported a position in HALO in Q1 2025 and held it in 5 quarters. The position peaked at $1.15K in Q2 2025. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Halozyme shares in Q2 2026, an estimated $647.
  • Physician Wealth Advisors first reported a position in Halozyme in Q1 2025 and held it in 5 quarters.
  • Physician Wealth Advisors's Halozyme position peaked at $1.15K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.