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Whalen Wealth Management’s Halozyme HALO Stock Holding History

Whalen 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
Q1 		$419K Buy
+6,478
New +$457K 0.22% 115

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

Whalen Wealth Management's HALO Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Halozyme (HALO) in Q1 2026: 6,478 shares worth $419K. The stake represents 0.22% of the portfolio and ranks #115 among its holdings.

634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Whalen Wealth Management held 6,478 shares of Halozyme worth $419K as of Q1 2026.
  • Halozyme was a new Whalen Wealth Management position in Q1 2026.
  • Halozyme made up 0.22% of Whalen Wealth Management's portfolio in Q1 2026, its #115 holding.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.