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Toth Financial Advisory’s Halozyme HALO Stock Holding History

Toth Financial 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 		$1.96K Hold
25
– – ﹤0.01% 753
2026
Q1 		$1.62K Hold
25
– – ﹤0.01% 740
2025
Q4 		$1.68K Hold
25
– – ﹤0.01% 730
2025
Q3 		$1.83K Buy
+25
New +$1.66K ﹤0.01% 698
2024
Q4 		– Sell
-1,000
Closed -$57.2K – 723
2024
Q3 		$57.2K Buy
+1,000
New +$57.3K 0.01% 279

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

Toth Financial Advisory's HALO Position: Q2 2026 in Review

Toth Financial Advisory held its Halozyme (HALO) position steady in Q2 2026 at 25 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Toth Financial Advisory first reported a position in HALO in Q3 2024 and has held it in 5 quarters since. The position peaked at $57.2K in Q3 2024. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Toth Financial Advisory held 25 shares of Halozyme worth $1.96K as of Q2 2026.
  • Toth Financial Advisory left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #753 holding.
  • Toth Financial Advisory first reported a position in Halozyme in Q3 2024 and has held it in 5 quarters since.
  • Toth Financial Advisory's Halozyme position peaked at $57.2K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.