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SHP Wealth Management’s Halozyme HALO Stock Holding History

SHP 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
Q1 		$582 Hold
9
– – ﹤0.01% 1594
2025
Q4 		$606 Buy
+9
New +$605 ﹤0.01% 1338

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's HALO Position: Q1 2026 in Review

SHP Wealth Management held its Halozyme (HALO) position steady in Q1 2026 at 9 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

SHP Wealth Management first reported a position in HALO in Q4 2025 and has held it in 2 quarters since. The position peaked at $606 in Q4 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • SHP Wealth Management held 9 shares of Halozyme worth $582 as of Q1 2026.
  • SHP Wealth Management left its Halozyme share count unchanged in Q1 2026.
  • Halozyme made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1594 holding.
  • SHP Wealth Management first reported a position in Halozyme in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Halozyme position peaked at $606 in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.