Principia Wealth Advisory’s Halozyme HALO Stock Holding History

Principia Wealth Advisory’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	$470	Buy	6 +3	+100%	+$205	﹤0.01%	902
2026 Q1	$194	Hold	3	–	–	﹤0.01%	959
2025 Q4	$202	Hold	3	–	–	﹤0.01%	927
2025 Q3	$220	Hold	3	–	–	﹤0.01%	887
2025 Q2	$156	Hold	3	–	–	﹤0.01%	899
2025 Q1	$182	Hold	3	–	–	﹤0.01%	782
2024 Q4	$143	Buy	+3	New	+$154	﹤0.01%	752

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

Principia Wealth Advisory's HALO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Halozyme (HALO) stake by 100% in Q2 2026, buying an estimated $205 and bringing the position to 6 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Principia Wealth Advisory first reported a position in HALO in Q4 2024 and has held it in 7 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Principia Wealth Advisory held 6 shares of Halozyme worth $470 as of Q2 2026.
Principia Wealth Advisory bought 3 Halozyme shares in Q2 2026, an estimated $205.
Halozyme made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #902 holding.
Principia Wealth Advisory first reported a position in Halozyme in Q4 2024 and has held it in 7 quarters since.
671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.