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Twin Peaks Wealth Advisors’s Halozyme HALO Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-51
Closed -$3.3K – 1059
2026
Q1 		$3.3K Buy
+51
New +$3.6K ﹤0.01% 1540
2025
Q3 		– Sell
-53
Closed -$3.39K – 993
2025
Q2 		$3.39K Buy
+53
New +$3.02K ﹤0.01% 1463

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

Twin Peaks Wealth Advisors's HALO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Halozyme (HALO) in Q2 2026, closing a stake of 51 shares — an estimated $3.3K sold.

Twin Peaks Wealth Advisors first reported a position in HALO in Q2 2025 and held it in 2 quarters. The position peaked at $3.39K in Q2 2025. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 51 Halozyme shares in Q2 2026, an estimated $3.3K.
  • Twin Peaks Wealth Advisors first reported a position in Halozyme in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Halozyme position peaked at $3.39K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.