SF
HALO icon

SWP Financial’s Halozyme HALO Stock Holding History

SWP Financial’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 		$599K Hold
7,652
– – 0.28% 44
2026
Q1 		$495K Hold
7,652
– – 0.25% 45
2025
Q4 		$515K Hold
7,652
– – 0.26% 43
2025
Q3 		$561K Hold
7,652
– – 0.29% 43
2025
Q2 		$398K Hold
7,652
– – 0.22% 49
2025
Q1 		$488K Hold
7,652
– – 0.3% 43
2024
Q4 		$366K Buy
+7,652
New +$392K 0.22% 45

Other funds holding HALO

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 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

SWP Financial's HALO Position: Q2 2026 in Review

SWP Financial held its Halozyme (HALO) position steady in Q2 2026 at 7,652 shares worth $599K. The position accounts for 0.28% of the portfolio, ranked #44.

SWP Financial first reported a position in HALO in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • SWP Financial held 7,652 shares of Halozyme worth $599K as of Q2 2026.
  • SWP Financial left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up 0.28% of SWP Financial's portfolio in Q2 2026, its #44 holding.
  • SWP Financial first reported a position in Halozyme in Q4 2024 and has held it in 7 quarters since.
  • 259 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.