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Spire Wealth Management’s Halozyme HALO Stock Holding History

Spire 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 		$559K Sell
7,144
-247
-3% -$16.8K 0.02% 532
2026
Q1 		$478K Sell
7,391
-1,285
-15% -$90.6K 0.02% 552
2025
Q4 		$584K Buy
8,676
+3,720
+75% +$250K 0.02% 506
2025
Q3 		$363K Buy
4,956
+4,814
+3,390% +$320K 0.01% 618
2025
Q2 		$7.39K Sell
142
-14,085
-99% -$801K ﹤0.01% 1821
2025
Q1 		$908K Buy
14,227
+14,085
+9,919% +$818K 0.03% 425
2024
Q4 		$6.79K Hold
142
– – ﹤0.01% 1964
2024
Q3 		$8.13K Sell
142
-44
-24% -$2.52K ﹤0.01% 1698
2024
Q2 		$9.74K Hold
186
– – ﹤0.01% 1642
2024
Q1 		$7.57K Buy
186
+70
+60% +$2.62K ﹤0.01% 1797
2023
Q4 		$3.96K Sell
116
-500
-81% -$18.8K ﹤0.01% 2015
2023
Q3 		$23.5K Buy
616
+116
+23% +$4.75K ﹤0.01% 1441
2023
Q2 		$18K Hold
500
– – ﹤0.01% 1629
2023
Q1 		$19.1K Sell
500
-23
-4% -$1.08K ﹤0.01% 1637
2022
Q4 		$30K Sell
523
-56
-10% -$2.87K ﹤0.01% 1196
2022
Q3 		$23K Sell
579
-162,607
-100% -$7.19M ﹤0.01% 1276
2022
Q2 		$7.18M Buy
+163,186
New +$7.06M 0.3% 88
2022
Q1 		– Sell
-2,013
Closed -$81K – 2668
2021
Q4 		$81K Buy
2,013
+1,952
+3,200% +$72.9K ﹤0.01% 1499
2021
Q3 		$2K Buy
+61
New +$2.55K ﹤0.01% 2461
2021
Q2 		– Sell
-2,013
Closed -$83K – 2737
2021
Q1 		$83K Buy
+2,013
New +$91.9K ﹤0.01% 1472

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

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

Spire Wealth Management reduced its Halozyme (HALO) stake by 3.3% in Q2 2026, selling an estimated $16.8K and leaving 7,144 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #532.

Spire Wealth Management first reported a position in HALO in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.18M in Q2 2022. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Spire Wealth Management held 7,144 shares of Halozyme worth $559K as of Q2 2026.
  • Spire Wealth Management sold 247 Halozyme shares in Q2 2026, an estimated $16.8K.
  • Halozyme made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Spire Wealth Management first reported a position in Halozyme in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Halozyme position peaked at $7.18M in Q2 2022.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.