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Wealth Enhancement Trust Services’s Halozyme HALO Stock Holding History

Wealth Enhancement Trust 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 		$9.98K Buy
128
+76
+146% +$5.18K ﹤0.01% 727
2026
Q1 		$3.33K Buy
+52
New +$3.67K ﹤0.01% 663

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Halozyme (HALO) stake by 146% in Q2 2026, buying an estimated $5.18K and bringing the position to 128 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Wealth Enhancement Trust Services first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Wealth Enhancement Trust Services held 128 shares of Halozyme worth $9.98K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 76 Halozyme shares in Q2 2026, an estimated $5.18K.
  • Halozyme made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #727 holding.
  • Wealth Enhancement Trust Services first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

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