Pinnacle Wealth Planning Services’s Halozyme HALO Stock Holding History

Pinnacle Wealth Planning Services’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	$38.1K	Sell	487 -5	-1%	-$341	﹤0.01%	1460
2026 Q1	$31.8K	Sell	492 -202	-29%	-$14.2K	﹤0.01%	1455
2025 Q4	$46.7K	Sell	694 -2,107	-75%	-$142K	﹤0.01%	1241
2025 Q3	$205K	Buy	+2,801	New	+$186K	0.02%	448
2025 Q2	–	Sell	-3,588	Closed	-$229K	–	468
2025 Q1	$229K	Buy	+3,588	New	+$208K	0.03%	326
2021 Q1	–	Sell	-881	Closed	-$38K	–	1022
2020 Q4	$38K	Buy	+881	New	+$31.7K	0.01%	914

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

Pinnacle Wealth Planning Services's HALO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Halozyme (HALO) stake by 1% in Q2 2026, selling an estimated $341 and leaving 487 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Pinnacle Wealth Planning Services first reported a position in HALO in Q4 2020 and has held it in 6 quarters since. The position peaked at $229K in Q1 2025. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Pinnacle Wealth Planning Services held 487 shares of Halozyme worth $38.1K as of Q2 2026.
Pinnacle Wealth Planning Services sold 5 Halozyme shares in Q2 2026, an estimated $341.
Halozyme made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1460 holding.
Pinnacle Wealth Planning Services first reported a position in Halozyme in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Halozyme position peaked at $229K in Q1 2025.
671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.