SMA Capital’s Halozyme HALO Stock Holding History

SMA Capital’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	–	Sell	-87	Closed	-$5.62K	–	148
2026 Q1	$5.62K	Buy	+87	New	+$6.13K	﹤0.01%	85

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SMA Capital's HALO Position: Q2 2026 in Review

SMA Capital sold out of Halozyme (HALO) in Q2 2026, closing a stake of 87 shares — an estimated $5.62K sold.

SMA Capital first reported a position in HALO in Q1 2026 and held it in 1 quarter. The position peaked at $5.62K in Q1 2026. 667 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

SMA Capital reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 87 Halozyme shares in Q2 2026, an estimated $5.62K.
SMA Capital first reported a position in Halozyme in Q1 2026 and held it in 1 quarter.
SMA Capital's Halozyme position peaked at $5.62K in Q1 2026.
667 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.