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Sequoia Financial Advisors’s Halozyme HALO Stock Holding History

Sequoia Financial Advisors’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 		$359K Buy
+4,588
New +$313K ﹤0.01% 1551
2026
Q1 		– Sell
-5,148
Closed -$346K – 1989
2025
Q4 		$346K Buy
5,148
+1,212
+31% +$81.5K ﹤0.01% 1480
2025
Q3 		$289K Buy
+3,936
New +$261K ﹤0.01% 1414

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

Sequoia Financial Advisors's HALO Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Halozyme (HALO) in Q2 2026: 4,588 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in HALO as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in HALO in Q3 2025 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Sequoia Financial Advisors held 4,588 shares of Halozyme worth $359K as of Q2 2026.
  • Halozyme was a new Sequoia Financial Advisors position in Q2 2026.
  • Halozyme made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1551 holding.
  • Sequoia Financial Advisors first reported a position in Halozyme in Q3 2025 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.