PS
HALO icon

Planning Strategies’s Halozyme HALO Stock Holding History

Planning Strategies’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 		$235 Buy
+3
New +$205 ﹤0.01% 971

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
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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Planning Strategies's HALO Position: Q2 2026 in Review

Planning Strategies opened a new position in Halozyme (HALO) in Q2 2026: 3 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

629 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Planning Strategies held 3 shares of Halozyme worth $235 as of Q2 2026.
  • Halozyme was a new Planning Strategies position in Q2 2026.
  • Halozyme made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #971 holding.
  • 629 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.