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Rothschild Investment LLC’s Halozyme HALO Stock Holding History

Rothschild Investment LLC’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 		$33.5K Buy
428
+343
+404% +$23.4K ﹤0.01% 1358
2026
Q1 		$5.49K Sell
85
-70
-45% -$4.93K ﹤0.01% 2006
2025
Q4 		$10.4K Sell
155
-1,065
-87% -$71.6K ﹤0.01% 1553
2025
Q3 		$89.5K Buy
+1,220
New +$81K 0.01% 824
2025
Q2 		– Sell
-195
Closed -$12.4K – 3093
2025
Q1 		$12.4K Buy
195
+130
+200% +$7.55K ﹤0.01% 1121
2024
Q4 		$3.11K Sell
65
-30
-32% -$1.54K ﹤0.01% 1553
2024
Q3 		$5.44K Buy
95
+55
+138% +$3.15K ﹤0.01% 1269
2024
Q2 		$2.09K Buy
40
+30
+300% +$1.32K ﹤0.01% 1382
2024
Q1 		$407 Buy
+10
New +$375 ﹤0.01% 1436

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HALO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Halozyme (HALO) stake by 404% in Q2 2026, buying an estimated $23.4K and bringing the position to 428 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Rothschild Investment LLC first reported a position in HALO in Q1 2024 and has held it in 9 quarters since. The position peaked at $89.5K in Q3 2025. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Rothschild Investment LLC held 428 shares of Halozyme worth $33.5K as of Q2 2026.
  • Rothschild Investment LLC bought 343 Halozyme shares in Q2 2026, an estimated $23.4K.
  • Halozyme made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1358 holding.
  • Rothschild Investment LLC first reported a position in Halozyme in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Halozyme position peaked at $89.5K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.