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Bartlett & Co Wealth Management’s Halliburton HAL Stock Holding History

Bartlett & Co 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 		$79.5K Buy
2,343
+69
+3% +$2.7K ﹤0.01% 660
2026
Q1 		$95.5K Buy
2,274
+60
+3% +$2.08K ﹤0.01% 579
2025
Q4 		$62.6K Hold
2,214
– – ﹤0.01% 627
2025
Q3 		$54.5K Buy
2,214
+314
+17% +$6.95K ﹤0.01% 656
2025
Q2 		$38.7K Buy
1,900
+993
+109% +$20.8K ﹤0.01% 699
2025
Q1 		$23K Sell
907
-458
-34% -$12K ﹤0.01% 796
2024
Q4 		$37.1K Hold
1,365
– – ﹤0.01% 705
2024
Q3 		$39.7K Hold
1,365
– – ﹤0.01% 701
2024
Q2 		$46.1K Hold
1,365
– – ﹤0.01% 673
2024
Q1 		$53.8K Sell
1,365
-285
-17% -$10.2K ﹤0.01% 652
2023
Q4 		$59.7K Buy
1,650
+100
+6% +$3.85K ﹤0.01% 667
2023
Q3 		$62.8K Hold
1,550
– – ﹤0.01% 619
2023
Q2 		$51.1K Buy
1,550
+650
+72% +$20.5K ﹤0.01% 663
2023
Q1 		$28.5K Hold
900
– – ﹤0.01% 656
2022
Q4 		$35.4K Hold
900
– – ﹤0.01% 626
2022
Q3 		$22.2K Hold
900
– – ﹤0.01% 685
2022
Q2 		$28.2K Hold
900
– – ﹤0.01% 675
2022
Q1 		$34.1K Buy
+900
New +$29.1K ﹤0.01% 656
2021
Q3 		– Sell
-100
Closed -$2.31K – 992
2021
Q2 		$2.31K Hold
100
– – ﹤0.01% 834
2021
Q1 		$2.15K Sell
100
-200
-67% -$4.18K ﹤0.01% 868
2020
Q4 		$5.67K Hold
300
– – ﹤0.01% 783
2020
Q3 		$3.62K Sell
300
-200
-40% -$2.9K ﹤0.01% 755
2020
Q2 		$6.49K Buy
+500
New +$5.39K ﹤0.01% 714
2020
Q1 		– Sell
-500
Closed -$12.2K – 867
2019
Q4 		$12.2K Buy
500
+67
+15% +$1.41K ﹤0.01% 709
2019
Q3 		$8.16K Buy
433
+300
+226% +$6.21K ﹤0.01% 751
2019
Q2 		$3.02K Sell
133
-15
-10% -$389 ﹤0.01% 654
2019
Q1 		$4.34K Buy
148
+15
+11% +$453 ﹤0.01% 621
2018
Q4 		$3.54K Hold
133
– – ﹤0.01% 639
2018
Q3 		$5.39K Hold
133
– – ﹤0.01% 636
2018
Q2 		$5.99K Hold
133
– – ﹤0.01% 626
2018
Q1 		$6.24K Buy
+133
New +$6.56K ﹤0.01% 643

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

Bartlett & Co Wealth Management's HAL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Halliburton (HAL) stake by 3% in Q2 2026, buying an estimated $2.7K and bringing the position to 2,343 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Bartlett & Co Wealth Management first reported a position in HAL in Q1 2018 and has held it in 31 quarters since. The position peaked at $95.5K in Q1 2026. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,343 shares of Halliburton worth $79.5K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 69 Halliburton shares in Q2 2026, an estimated $2.7K.
  • Halliburton made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #660 holding.
  • Bartlett & Co Wealth Management first reported a position in Halliburton in Q1 2018 and has held it in 31 quarters since.
  • Bartlett & Co Wealth Management's Halliburton position peaked at $95.5K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.