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Equibles

EP Wealth Advisors, LLC

Position in HALO — Halozyme Therapeutics, Inc.

CIK 1540569 TORRANCE, CA
Back to HALO Full portfolio

Position in HALO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$685,723
+$133,654 QoQ
Shares Held
8,761
+2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in HALO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $18,108,847 across 26 Biotechnology names. HALO ranks #8 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 9,027 $4,483,981
2 ARWR
Arrowhead Pharmaceuticals, Inc.
 38,135 $3,108,383
3 JAZZ
Jazz Pharmaceuticals plc
 6,385 $1,538,593
4 EXEL
Exelixis, Inc.
 23,865 $1,298,494
5 INCY
Incyte Corp
 10,863 $1,231,429
6 BNTX
BioNTech SE
 12,723 $1,183,875
7 REGN
Regeneron Pharmaceuticals, Inc.
 1,301 $811,225
8 HALO
Halozyme Therapeutics, Inc.
This page 		8,761 $685,723

All Filings in HALO

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $685,723 8,761
2026-03-31 $552,069 8,542
2025-12-31 $592,441 8,803
2025-06-30 $431,922 8,303
2025-03-31 $534,408 8,375
2024-12-31 $323,625 6,769
2024-09-30 $356,948 6,236
2023-12-31 $203,280 5,500
2023-09-30 $210,711 5,516
2023-03-31 $255,300 6,685
2022-12-31 $313,746 5,514
2022-06-30 $242,000 5,500
2022-03-31 $338,980 8,500
2021-12-31 $341,785 8,500
2021-09-30 $345,780 8,500
2021-06-30 $385,985 8,500
2021-03-31 $354,365 8,500
2020-12-31 $363,035 8,500
2020-09-30 $223,380 8,500
2020-06-30 $268,000 0
2020-03-31 $179,900 10,000