Wealth Enhancement Advisory Services
HALO icon

Wealth Enhancement Advisory Services’s Halozyme HALO Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.85M Buy
70,797
+24,132
+52% +$1.65M ﹤0.01% 1627
2026
Q1 		$1.04M Buy
46,665
+25,479
+120% +$1.8M ﹤0.01% 1770
2025
Q4 		$1.61M Sell
21,186
-6
-0% -$404 ﹤0.01% 1648
2025
Q3 		$1.4M Buy
21,192
+7,021
+50% +$466K ﹤0.01% 1653
2025
Q2 		$765K Sell
14,171
-6,649
-32% -$378K ﹤0.01% 1909
2025
Q1 		$1.33M Buy
20,820
+8,341
+67% +$485K ﹤0.01% 1456
2024
Q4 		$597K Buy
12,479
+869
+7% +$44.6K ﹤0.01% 1855
2024
Q3 		$665K Sell
11,610
-161
-1% -$9.23K ﹤0.01% 1633
2024
Q2 		$616K Buy
11,771
+1,554
+15% +$68.2K ﹤0.01% 1514
2024
Q1 		$416K Buy
+10,217
New +$383K ﹤0.01% 1703
2023
Q4 		– Sell
-9,606
Closed -$367K – 2383
2023
Q3 		$367K Buy
+9,606
New +$394K ﹤0.01% 1616

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's HALO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Halozyme (HALO) stake by 52% in Q2 2026, buying an estimated $1.65M and bringing the position to 70,797 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Wealth Enhancement Advisory Services first reported a position in HALO in Q3 2023 and has held it in 11 quarters since. 137 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 70,797 shares of Halozyme worth $1.85M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 24,132 Halozyme shares in Q2 2026, an estimated $1.65M.
  • Halozyme made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1627 holding.
  • Wealth Enhancement Advisory Services first reported a position in Halozyme in Q3 2023 and has held it in 11 quarters since.
  • 137 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.