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Baron Wealth Management’s Halliburton HAL Stock Holding History

Baron Wealth Management’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 		– Sell
-5,327
Closed -$208K – 312
2026
Q1 		$208K Buy
+5,327
New +$184K 0.06% 261
2024
Q2 		– Sell
-7,318
Closed -$288K – 194
2024
Q1 		$288K Sell
7,318
-19
-0.3% -$681 0.15% 125
2023
Q4 		$265K Sell
7,337
-2,197
-23% -$84.5K 0.15% 128
2023
Q3 		$386K Sell
9,534
-2,204
-19% -$86.3K 0.25% 63
2023
Q2 		$387K Buy
11,738
+1,683
+17% +$53.2K 0.25% 65
2023
Q1 		$318K Sell
10,055
-719
-7% -$26.6K 0.23% 74
2022
Q4 		$424K Buy
+10,774
New +$381K 0.33% 52

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Baron Wealth Management's HAL Position: Q2 2026 in Review

Baron Wealth Management sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,327 shares — an estimated $208K sold.

Baron Wealth Management first reported a position in HAL in Q4 2022 and held it in 7 quarters. The position peaked at $424K in Q4 2022. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Baron Wealth Management reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 5,327 Halliburton shares in Q2 2026, an estimated $208K.
  • Baron Wealth Management first reported a position in Halliburton in Q4 2022 and held it in 7 quarters.
  • Baron Wealth Management's Halliburton position peaked at $424K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.