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Ritholtz Wealth Management’s Halozyme HALO Stock Holding History

Ritholtz Wealth Management’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 		$438K Sell
5,599
-2,978
-35% -$203K 0.01% 905
2026
Q1 		$554K Sell
8,577
-2,695
-24% -$190K 0.01% 753
2025
Q4 		$759K Buy
11,272
+2,525
+29% +$170K 0.01% 591
2025
Q3 		$642K Buy
+8,747
New +$581K 0.01% 610

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

Ritholtz Wealth Management's HALO Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Halozyme (HALO) stake by 35% in Q2 2026, selling an estimated $203K and leaving 5,599 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #905.

Ritholtz Wealth Management first reported a position in HALO in Q3 2025 and has held it in 4 quarters since. The position peaked at $759K in Q4 2025. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Ritholtz Wealth Management held 5,599 shares of Halozyme worth $438K as of Q2 2026.
  • Ritholtz Wealth Management sold 2,978 Halozyme shares in Q2 2026, an estimated $203K.
  • Halozyme made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #905 holding.
  • Ritholtz Wealth Management first reported a position in Halozyme in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Halozyme position peaked at $759K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.