Prestige Wealth Management Group’s Halozyme HALO Stock Holding History

Prestige Wealth Management Group’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	$1.1K	Hold	14	–	–	﹤0.01%	886
2026 Q1	$905	Hold	14	–	–	﹤0.01%	875
2025 Q4	$943	Hold	14	–	–	﹤0.01%	878
2025 Q3	$1.03K	Hold	14	–	–	﹤0.01%	847
2025 Q2	$729	Hold	14	–	–	﹤0.01%	892
2025 Q1	$894	Hold	14	–	–	﹤0.01%	863
2024 Q4	$670	Hold	14	–	–	﹤0.01%	935
2024 Q3	$802	Hold	14	–	–	﹤0.01%	910
2024 Q2	$734	Hold	14	–	–	﹤0.01%	874
2024 Q1	$570	Buy	+14	New	+$525	﹤0.01%	935
2023 Q4	–	Sell	-8	Closed	-$306	–	1047
2023 Q3	$306	Buy	+8	New	+$328	﹤0.01%	1006
2023 Q1	–	Sell	-50	Closed	-$2.85K	–	1107
2022 Q4	$2.85K	Buy	+50	New	+$2.56K	﹤0.01%	753
2021 Q4	–	Sell	-12	Closed	–	–	1016
2021 Q3	$0	Buy	+12	New	+$502	﹤0.01%	1005

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

Prestige Wealth Management Group's HALO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Halozyme (HALO) position steady in Q2 2026 at 14 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Prestige Wealth Management Group first reported a position in HALO in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.85K in Q4 2022. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Prestige Wealth Management Group held 14 shares of Halozyme worth $1.1K as of Q2 2026.
Prestige Wealth Management Group left its Halozyme share count unchanged in Q2 2026.
Halozyme made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #886 holding.
Prestige Wealth Management Group first reported a position in Halozyme in Q3 2021 and has held it in 13 quarters since.
Prestige Wealth Management Group's Halozyme position peaked at $2.85K in Q4 2022.
671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.