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Retirement Wealth Solutions’s Halozyme HALO Stock Holding History

Retirement Wealth Solutions’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 		$1.8K Buy
23
+3
+15% +$205 ﹤0.01% 545
2026
Q1 		$1.29K Sell
20
-3
-13% -$211 ﹤0.01% 593
2025
Q4 		$1.55K Buy
23
+4
+21% +$269 ﹤0.01% 507
2025
Q3 		$1.39K Buy
+19
New +$1.26K ﹤0.01% 500

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

Retirement Wealth Solutions's HALO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Halozyme (HALO) stake by 15% in Q2 2026, buying an estimated $205 and bringing the position to 23 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Retirement Wealth Solutions first reported a position in HALO in Q3 2025 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Retirement Wealth Solutions held 23 shares of Halozyme worth $1.8K as of Q2 2026.
  • Retirement Wealth Solutions bought 3 Halozyme shares in Q2 2026, an estimated $205.
  • Halozyme made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #545 holding.
  • Retirement Wealth Solutions first reported a position in Halozyme in Q3 2025 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.