WPA
HALO icon

Wealth Preservation Advisors’s Halozyme HALO Stock Holding History

Wealth Preservation 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
-500
Closed -$32.3K – 436
2026
Q1 		$32.3K Hold
500
– – 0.03% 242
2025
Q4 		$33.6K Hold
500
– – 0.02% 217
2025
Q3 		$36.7K Hold
500
– – 0.02% 205
2025
Q2 		$26K Hold
500
– – 0.02% 229
2025
Q1 		$31.9K Buy
+500
New +$29K 0.02% 212

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

Wealth Preservation Advisors's HALO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Halozyme (HALO) in Q2 2026, closing a stake of 500 shares — an estimated $32.3K sold.

Wealth Preservation Advisors first reported a position in HALO in Q1 2025 and held it in 5 quarters. The position peaked at $36.7K in Q3 2025. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Halozyme position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 500 Halozyme shares in Q2 2026, an estimated $32.3K.
  • Wealth Preservation Advisors first reported a position in Halozyme in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Halozyme position peaked at $36.7K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.