WAU
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Wellington-Altus USA’s Halozyme HALO Stock Holding History

Wellington-Altus USA’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 		$25.5K Hold
395
– – 0.02% 453
2026
Q1 		$30.9K Sell
395
-208
-34% -$14.7K 0.02% 436
2025
Q4 		$40.6K Buy
+603
New +$40.6K 0.03% 337

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

Wellington-Altus USA's HALO Position: Q2 2026 in Review

Wellington-Altus USA held its Halozyme (HALO) position steady in Q2 2026 at 395 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #453.

Wellington-Altus USA first reported a position in HALO in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.6K in Q4 2025. 673 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Wellington-Altus USA held 395 shares of Halozyme worth $25.5K as of Q2 2026.
  • Wellington-Altus USA left its Halozyme share count unchanged in Q2 2026.
  • Halozyme made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #453 holding.
  • Wellington-Altus USA first reported a position in Halozyme in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Halozyme position peaked at $40.6K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.