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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's HALO Position: Q1 2026 in Review

Wealth Preservation Advisors held its Halozyme (HALO) position steady in Q1 2026 at 500 shares worth $32.3K. The position accounts for 0.03% of the portfolio, ranked #242.

Wealth Preservation Advisors first reported a position in HALO in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.7K in Q3 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Wealth Preservation Advisors held 500 shares of Halozyme worth $32.3K as of Q1 2026.
  • Wealth Preservation Advisors left its Halozyme share count unchanged in Q1 2026.
  • Halozyme made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #242 holding.
  • Wealth Preservation Advisors first reported a position in Halozyme in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Halozyme position peaked at $36.7K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.