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Planning Strategies Inc.’s Halozyme HALO Stock Holding History

Planning Strategies Inc.’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 		$235 Buy
+3
New +$205 ﹤0.01% 971

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s HALO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Halozyme (HALO) in Q2 2026: 3 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

184 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

  • Planning Strategies Inc. held 3 shares of Halozyme worth $235 as of Q2 2026.
  • Halozyme was a new Planning Strategies Inc. position in Q2 2026.
  • Halozyme made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #971 holding.
  • 184 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.