Shelton Wealth Management’s Halozyme HALO Stock Holding History

Shelton 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	$1.65M	Buy	21,057 +3,025	+17%	+$206K	0.65%	46
2026 Q1	$1.17M	Sell	18,032 -3,180	-15%	-$224K	0.51%	64
2025 Q4	$1.43M	Buy	21,212 +915	+5%	+$61.5K	0.61%	51
2025 Q3	$1.49M	Buy	20,297 +4,101	+25%	+$272K	0.67%	49
2025 Q2	$843K	Buy	+16,196	New	+$922K	0.41%	83
2024 Q4	–	Sell	-17,412	Closed	-$997K	–	154
2024 Q3	$997K	Sell	17,412 -121	-0.7%	-$6.94K	0.54%	60
2024 Q2	$918K	Sell	17,533 -507	-3%	-$22.2K	0.52%	59
2024 Q1	$734K	Buy	+18,040	New	+$676K	0.46%	52

Other funds holding HALO

CAM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

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

Shelton Wealth Management increased its Halozyme (HALO) stake by 17% in Q2 2026, buying an estimated $206K and bringing the position to 21,057 shares worth $1.65M. The position accounts for 0.65% of the portfolio, ranked #46.

Shelton Wealth Management first reported a position in HALO in Q1 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Shelton Wealth Management held 21,057 shares of Halozyme worth $1.65M as of Q2 2026.
Shelton Wealth Management bought 3,025 Halozyme shares in Q2 2026, an estimated $206K.
Halozyme made up 0.65% of Shelton Wealth Management's portfolio in Q2 2026, its #46 holding.
Shelton Wealth Management first reported a position in Halozyme in Q1 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.