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Richardson Financial Services’s Halozyme HALO Stock Holding History

Richardson Financial Services’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 		$33.5K Buy
518
+150
+41% +$10.6K 0.02% 356
2025
Q4 		$24.8K Sell
368
-56
-13% -$3.77K 0.01% 382
2025
Q3 		$31.1K Buy
424
+198
+88% +$13.2K 0.02% 328
2025
Q2 		$12K Sell
226
-71
-24% -$4.04K 0.01% 388
2025
Q1 		$19K Sell
297
-3
-1% -$174 0.01% 327
2024
Q4 		$14.4K Buy
300
+40
+15% +$2.05K 0.01% 363
2024
Q3 		$13.6K Hold
260
– – 0.01% 377
2024
Q2 		$13.6K Buy
+260
New +$11.4K 0.01% 356

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

Richardson Financial Services's HALO Position: Q1 2026 in Review

Richardson Financial Services increased its Halozyme (HALO) stake by 41% in Q1 2026, buying an estimated $10.6K and bringing the position to 518 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #356.

Richardson Financial Services first reported a position in HALO in Q2 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Richardson Financial Services held 518 shares of Halozyme worth $33.5K as of Q1 2026.
  • Richardson Financial Services bought 150 Halozyme shares in Q1 2026, an estimated $10.6K.
  • Halozyme made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #356 holding.
  • Richardson Financial Services first reported a position in Halozyme in Q2 2024 and has held it in 8 quarters since.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.