Shaker Investments’s Halozyme HALO Stock Holding History

Shaker Investments’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	$1.33M	Sell	17,002 -181	-1%	-$12.3K	0.48%	53
2026 Q1	$1.11M	Sell	17,183 -1,518	-8%	-$107K	0.51%	50
2025 Q4	$1.26M	Sell	18,701 -289	-2%	-$19.4K	0.52%	45
2025 Q3	$1.39M	Sell	18,990 -19,085	-50%	-$1.27M	0.56%	48
2025 Q2	$1.98M	Sell	38,075 -32,357	-46%	-$1.84M	0.81%	42
2025 Q1	$4.49M	Sell	70,432 -4,894	-6%	-$284K	2.16%	11
2024 Q4	$3.6M	Buy	75,326 +8,249	+12%	+$423K	1.51%	21
2024 Q3	$3.84M	Buy	67,077 +149	+0.2%	+$8.54K	1.6%	18
2024 Q2	$3.5M	Buy	66,928 +14,245	+27%	+$625K	1.52%	18
2024 Q1	$2.14M	Buy	52,683 +115	+0.2%	+$4.31K	0.91%	45
2023 Q4	$1.94M	Buy	52,568 +37	+0.1%	+$1.39K	0.91%	43
2023 Q3	$2.01M	Sell	52,531 -621	-1%	-$25.4K	1.11%	37
2023 Q2	$1.92M	Sell	53,152 -7,385	-12%	-$252K	0.98%	36
2023 Q1	$2.31M	Buy	60,537 +19,580	+48%	+$918K	1.29%	27
2022 Q4	$2.33M	Buy	40,957 +449	+1%	+$23K	1.45%	23
2022 Q3	$1.6M	Buy	+40,508	New	+$1.79M	1.07%	33

Other funds holding HALO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Shaker Investments's HALO Position: Q2 2026 in Review

Shaker Investments reduced its Halozyme (HALO) stake by 1.1% in Q2 2026, selling an estimated $12.3K and leaving 17,002 shares worth $1.33M. The position accounts for 0.48% of the portfolio, ranked #53.

Shaker Investments first reported a position in HALO in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.49M in Q1 2025. 156 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Shaker Investments held 17,002 shares of Halozyme worth $1.33M as of Q2 2026.
Shaker Investments sold 181 Halozyme shares in Q2 2026, an estimated $12.3K.
Halozyme made up 0.48% of Shaker Investments's portfolio in Q2 2026, its #53 holding.
Shaker Investments first reported a position in Halozyme in Q3 2022 and has held it in 16 quarters since.
Shaker Investments's Halozyme position peaked at $4.49M in Q1 2025.
156 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.