Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

HALO holding history

Halozyme Therapeutics, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HALO overviewAll 13F holders of HALOFull Q2 2026 holdings

Shares (Q2 2026)
8,761
Value
$685.7K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of HALO by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,761$685.7K<0.1%+219+2.6%AddedHolders
Q1 20268,542$552.1K<0.1%−261−3.0%ReducedHolders
Q4 20258,803$592.4K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20258,303$431.9K<0.1%−72−0.9%ReducedHolders
Q1 20258,375$534.4K<0.1%+1,606+23.7%AddedHolders
Q4 20246,769$323.6K<0.1%+533+8.5%AddedHolders
Q3 20246,236$356.9K<0.1%+6,236NewHolders
Q1 20240$00.0%−5,500−100.0%Sold outHolders
Q4 20235,500$203.3K<0.1%−16−0.3%ReducedHolders
Q3 20235,516$210.7K<0.1%+5,516NewHolders
Q2 20230$00.0%−6,685−100.0%Sold outHolders
Q1 20236,685$211.5K<0.1%+1,171+21.2%AddedHolders
Q4 20225,514$313.7K<0.1%+5,514NewHolders
Q3 20220$00.0%−5,500−100.0%Sold outHolders
Q2 20225,500$242.0K<0.1%−3,000−35.3%ReducedHolders
Q1 20228,500$339.0K<0.1%00.0%UnchangedHolders
Q4 20218,500$342.0K<0.1%00.0%UnchangedHolders
Q3 20218,500$346.0K<0.1%00.0%UnchangedHolders
Q2 20218,500$386.0K<0.1%00.0%UnchangedHolders
Q1 20218,500$354.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.