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Private Wealth Management Group’s Halozyme HALO Stock Holding History

Private 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 		$5.71K Hold
73
– – ﹤0.01% 798
2026
Q1 		$4.72K Hold
73
– – ﹤0.01% 791
2025
Q4 		$4.91K Hold
73
– – ﹤0.01% 780
2025
Q3 		$5.35K Hold
73
– – ﹤0.01% 767
2025
Q2 		$3.8K Hold
73
– – ﹤0.01% 866
2025
Q1 		$4.66K Hold
73
– – ﹤0.01% 763
2024
Q4 		$3.49K Hold
73
– – ﹤0.01% 887
2024
Q3 		$4.18K Hold
73
– – ﹤0.01% 797
2024
Q2 		$3.82K Sell
73
-74
-50% -$3.25K ﹤0.01% 816
2024
Q1 		$5.98K Sell
147
-24
-14% -$900 ﹤0.01% 568
2023
Q4 		$6.32K Buy
+171
New +$6.44K ﹤0.01% 551

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

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

Private Wealth Management Group held its Halozyme (HALO) position steady in Q2 2026 at 73 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Private Wealth Management Group first reported a position in HALO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.32K in Q4 2023. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Private Wealth Management Group held 73 shares of Halozyme worth $5.71K as of Q2 2026.
  • Private Wealth Management Group left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #798 holding.
  • Private Wealth Management Group first reported a position in Halozyme in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Halozyme position peaked at $6.32K in Q4 2023.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.