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Western Wealth Management’s Halozyme HALO Stock Holding History

Western Wealth Management’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 		$203K Sell
2,590
-955
-27% -$65.1K 0.01% 965
2026
Q1 		$229K Buy
+3,545
New +$250K 0.01% 878

Other funds holding HALO

BlackRock
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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

Western Wealth Management's HALO Position: Q2 2026 in Review

Western Wealth Management reduced its Halozyme (HALO) stake by 27% in Q2 2026, selling an estimated $65.1K and leaving 2,590 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #965.

Western Wealth Management first reported a position in HALO in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Western Wealth Management held 2,590 shares of Halozyme worth $203K as of Q2 2026.
  • Western Wealth Management sold 955 Halozyme shares in Q2 2026, an estimated $65.1K.
  • Halozyme made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #965 holding.
  • Western Wealth Management first reported a position in Halozyme in Q1 2026 and has held it in 2 quarters since.
  • Western Wealth Management's Halozyme position peaked at $229K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

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