RGF
HALO icon

Retirement Guys Formula’s Halozyme HALO Stock Holding History

Retirement Guys Formula’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 		$206K Buy
3,187
+95
+3% +$6.7K 0.09% 146
2025
Q4 		$208K Buy
3,092
+53
+2% +$3.56K 0.09% 146
2025
Q3 		$223K Buy
+3,039
New +$202K 0.08% 149
2025
Q2 		– Sell
-3,360
Closed -$214K – 151
2025
Q1 		$214K Buy
+3,360
New +$195K 0.11% 124

Other funds holding HALO

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Retirement Guys Formula's HALO Position: Q1 2026 in Review

Retirement Guys Formula increased its Halozyme (HALO) stake by 3.1% in Q1 2026, buying an estimated $6.7K and bringing the position to 3,187 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #146.

Retirement Guys Formula first reported a position in HALO in Q1 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Retirement Guys Formula held 3,187 shares of Halozyme worth $206K as of Q1 2026.
  • Retirement Guys Formula bought 95 Halozyme shares in Q1 2026, an estimated $6.7K.
  • Halozyme made up 0.09% of Retirement Guys Formula's portfolio in Q1 2026, its #146 holding.
  • Retirement Guys Formula first reported a position in Halozyme in Q1 2025 and has held it in 4 quarters since.
  • Retirement Guys Formula's Halozyme position peaked at $223K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.