Bernicke Wealth Management’s Halliburton HAL Stock Holding History

Bernicke 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	-5,752	Closed	-$224K	–	112
2026 Q1	$224K	Buy	+5,752	New	+$199K	0.03%	94

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bernicke Wealth Management sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,752 shares — an estimated $224K sold.

Bernicke Wealth Management first reported a position in HAL in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 947 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Bernicke Wealth Management reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
Bernicke Wealth Management sold 5,752 Halliburton shares in Q2 2026, an estimated $224K.
Bernicke Wealth Management first reported a position in Halliburton in Q1 2026 and held it in 1 quarter.
Bernicke Wealth Management's Halliburton position peaked at $224K in Q1 2026.
947 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.