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Precision Wealth Strategies’s Halozyme HALO Stock Holding History

Precision Wealth 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 		– Sell
-7,234
Closed -$468K – 176
2026
Q1 		$468K Buy
7,234
+397
+6% +$28K 0.16% 128
2025
Q4 		$460K Sell
6,837
-3,621
-35% -$244K 0.15% 127
2025
Q3 		$767K Buy
+10,458
New +$695K 0.25% 85

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

Precision Wealth Strategies's HALO Position: Q2 2026 in Review

Precision Wealth Strategies sold out of Halozyme (HALO) in Q2 2026, closing a stake of 7,234 shares — an estimated $468K sold.

Precision Wealth Strategies first reported a position in HALO in Q3 2025 and held it in 3 quarters. The position peaked at $767K in Q3 2025. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Precision Wealth Strategies reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 7,234 Halozyme shares in Q2 2026, an estimated $468K.
  • Precision Wealth Strategies first reported a position in Halozyme in Q3 2025 and held it in 3 quarters.
  • Precision Wealth Strategies's Halozyme position peaked at $767K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.