Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Halozyme HALO Stock Holding History

Steward Partners Investment Advisory’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 		$275K Buy
3,508
+2,040
+139% +$139K ﹤0.01% 2051
2026
Q1 		$94.9K Buy
1,468
+1,215
+480% +$85.7K ﹤0.01% 2395
2025
Q4 		$17K Sell
253
-62
-20% -$4.17K ﹤0.01% 3199
2025
Q3 		$23.1K Buy
315
+71
+29% +$4.72K ﹤0.01% 3026
2025
Q2 		$12.7K Sell
244
-300
-55% -$17.1K ﹤0.01% 3108
2025
Q1 		$34.7K Buy
544
+44
+9% +$2.56K ﹤0.01% 2557
2024
Q4 		$23.9K Sell
500
-13
-3% -$667 ﹤0.01% 2693
2024
Q3 		$29.4K Buy
513
+200
+64% +$11.5K ﹤0.01% 2479
2024
Q2 		$16.4K Buy
313
+13
+4% +$570 ﹤0.01% 2604
2024
Q1 		$12.2K Hold
300
– – ﹤0.01% 2734
2023
Q4 		$11.1K Hold
300
– – ﹤0.01% 2664
2023
Q3 		$11.5K Hold
300
– – ﹤0.01% 2542
2023
Q2 		$10.8K Hold
300
– – ﹤0.01% 2544
2023
Q1 		$11.5K Sell
300
-1,000
-77% -$46.9K ﹤0.01% 2494
2022
Q4 		$74K Hold
1,300
– – ﹤0.01% 1672
2022
Q3 		$51K Hold
1,300
– – ﹤0.01% 1772
2022
Q2 		$57K Buy
+1,300
New +$56.2K ﹤0.01% 1740
2021
Q4 		– Sell
-350
Closed -$14K – 3233
2021
Q3 		$14K Hold
350
– – ﹤0.01% 2474
2021
Q2 		$16K Sell
350
-500
-59% -$22.1K ﹤0.01% 5392
2021
Q1 		$35.4K Buy
850
+500
+143% +$22.8K ﹤0.01% 2173
2020
Q4 		$15K Buy
+350
New +$12.6K ﹤0.01% 2159
2020
Q1 		– Sell
-2,400
Closed -$42K – 2584
2019
Q4 		$42K Hold
2,400
– – ﹤0.01% 1475
2019
Q3 		$37K Sell
2,400
-475
-17% -$7.82K ﹤0.01% 1485
2019
Q2 		$49K Buy
+2,875
New +$46.4K ﹤0.01% 1342
2018
Q4 		– Sell
-3,130
Closed -$57K – 1337
2018
Q3 		$57K Sell
3,130
-10
-0.3% -$175 ﹤0.01% 1149
2018
Q2 		$53K Buy
+3,140
New +$59.4K ﹤0.01% 1083

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's HALO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Halozyme (HALO) stake by 139% in Q2 2026, buying an estimated $139K and bringing the position to 3,508 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Steward Partners Investment Advisory first reported a position in HALO in Q2 2018 and has held it in 26 quarters since. 675 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Steward Partners Investment Advisory held 3,508 shares of Halozyme worth $275K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,040 Halozyme shares in Q2 2026, an estimated $139K.
  • Halozyme made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2051 holding.
  • Steward Partners Investment Advisory first reported a position in Halozyme in Q2 2018 and has held it in 26 quarters since.
  • 675 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.