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True Wealth Design’s Halozyme HALO Stock Holding History

True Wealth Design’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 		$11.9K Hold
152
– – ﹤0.01% 1002
2026
Q1 		$9.82K Buy
152
+80
+111% +$5.64K ﹤0.01% 975
2025
Q4 		$4.85K Sell
72
-58
-45% -$3.9K ﹤0.01% 1095
2025
Q3 		$9.54K Buy
130
+108
+491% +$7.17K ﹤0.01% 848
2025
Q2 		$1.15K Buy
22
+20
+1,000% +$1.14K ﹤0.01% 1414
2025
Q1 		$128 Buy
+2
New +$116 ﹤0.01% 2115

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

True Wealth Design's HALO Position: Q2 2026 in Review

True Wealth Design held its Halozyme (HALO) position steady in Q2 2026 at 152 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

True Wealth Design first reported a position in HALO in Q1 2025 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • True Wealth Design held 152 shares of Halozyme worth $11.9K as of Q2 2026.
  • True Wealth Design left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1002 holding.
  • True Wealth Design first reported a position in Halozyme in Q1 2025 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.