SFS
HALO icon

Sowell Financial Services’s Halozyme HALO Stock Holding History

Sowell Financial Services’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 		$851K Buy
10,871
+428
+4% +$29.2K 0.03% 501
2026
Q1 		$675K Buy
10,443
+1,289
+14% +$90.9K 0.03% 547
2025
Q4 		$616K Buy
9,154
+74
+0.8% +$4.98K 0.02% 580
2025
Q3 		$666K Buy
+9,080
New +$603K 0.03% 550
2021
Q2 		– Sell
-2,704
Closed -$129K – 1450
2021
Q1 		$129K Sell
2,704
-993
-27% -$45.3K ﹤0.01% 1260
2020
Q4 		$158K Sell
3,697
-482
-12% -$17.3K 0.01% 947
2020
Q3 		$110K Sell
4,179
-2,319
-36% -$64.6K 0.01% 944
2020
Q2 		$174K Buy
6,498
+5,638
+656% +$127K 0.01% 769
2020
Q1 		$15K Hold
860
– – ﹤0.01% 1476
2019
Q4 		$15K Sell
860
-185
-18% -$3.2K ﹤0.01% 1539
2019
Q3 		$16K Buy
+1,045
New +$17.2K ﹤0.01% 1363

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

Sowell Financial Services's HALO Position: Q2 2026 in Review

Sowell Financial Services increased its Halozyme (HALO) stake by 4.1% in Q2 2026, buying an estimated $29.2K and bringing the position to 10,871 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #501.

Sowell Financial Services first reported a position in HALO in Q3 2019 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Sowell Financial Services held 10,871 shares of Halozyme worth $851K as of Q2 2026.
  • Sowell Financial Services bought 428 Halozyme shares in Q2 2026, an estimated $29.2K.
  • Halozyme made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #501 holding.
  • Sowell Financial Services first reported a position in Halozyme in Q3 2019 and has held it in 11 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.