CF
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Carlson Financial’s Halliburton HAL Stock Holding History

Carlson Financial’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
11,278
+295
+3% +$11.5K 0.2% 116
2026
Q1 		$428K Buy
+10,983
New +$380K 0.25% 95

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Carlson Financial's HAL Position: Q2 2026 in Review

Carlson Financial increased its Halliburton (HAL) stake by 2.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 11,278 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #116.

Carlson Financial first reported a position in HAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Carlson Financial held 11,278 shares of Halliburton worth $383K as of Q2 2026.
  • Carlson Financial bought 295 Halliburton shares in Q2 2026, an estimated $11.5K.
  • Halliburton made up 0.2% of Carlson Financial's portfolio in Q2 2026, its #116 holding.
  • Carlson Financial first reported a position in Halliburton in Q1 2026 and has held it in 2 quarters since.
  • Carlson Financial's Halliburton position peaked at $428K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.