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SVB Wealth’s Halozyme HALO Stock Holding History

SVB Wealth’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 		$404K Buy
+5,162
New +$352K 0.03% 291
2025
Q2 		– Sell
-510
Closed -$32.5K – 989
2025
Q1 		$32.5K Buy
+510
New +$29.6K ﹤0.01% 643

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

SVB Wealth's HALO Position: Q2 2026 in Review

SVB Wealth opened a new position in Halozyme (HALO) in Q2 2026: 5,162 shares worth $404K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: SVB Wealth previously reported a position in HALO as recently as Q1 2025.

SVB Wealth first reported a position in HALO in Q1 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • SVB Wealth held 5,162 shares of Halozyme worth $404K as of Q2 2026.
  • Halozyme was a new SVB Wealth position in Q2 2026.
  • Halozyme made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #291 holding.
  • SVB Wealth first reported a position in Halozyme in Q1 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.