PS
HALO icon

Principal Securities’s Halozyme HALO Stock Holding History

Principal Securities’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
Q1 		$251K Buy
3,878
+93
+2% +$6.56K ﹤0.01% 1290
2025
Q4 		$255K Buy
3,785
+1,006
+36% +$67.7K ﹤0.01% 1210
2025
Q3 		$204K Sell
2,779
-57
-2% -$3.79K ﹤0.01% 1277
2025
Q2 		$148K Sell
2,836
-75
-3% -$4.27K ﹤0.01% 1365
2025
Q1 		$139K Hold
2,911
– – ﹤0.01% 1286
2024
Q4 		$139K Sell
2,911
-89
-3% -$4.56K ﹤0.01% 1284
2024
Q3 		$172K Buy
3,000
+1,193
+66% +$68.4K ﹤0.01% 1162
2024
Q2 		$94.6K Buy
1,807
+836
+86% +$36.7K ﹤0.01% 1352
2024
Q1 		$39.5K Buy
971
+51
+6% +$1.91K ﹤0.01% 1676
2023
Q4 		$34K Buy
+920
New +$34.6K ﹤0.01% 1653

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return