Connecticut Wealth Management’s Halliburton HAL Stock Holding History

Connecticut 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	$653K	Sell	19,234 -252	-1%	-$9.85K	0.02%	206
2026 Q1	$760K	Buy	19,486 +83	+0.4%	+$2.87K	0.03%	182
2025 Q4	$548K	Hold	19,403	–	–	0.02%	219
2025 Q3	$477K	Buy	+19,403	New	+$429K	0.02%	237
2024 Q4	–	Sell	-16,166	Closed	-$470K	–	282
2024 Q3	$470K	Buy	16,166 +57	+0.4%	+$1.8K	0.02%	224
2024 Q2	$544K	Sell	16,109 -1,398	-8%	-$51.6K	0.03%	208
2024 Q1	$690K	Sell	17,507 -4,388	-20%	-$157K	0.04%	182
2023 Q4	$792K	Buy	+21,895	New	+$842K	0.05%	166

Other funds holding HAL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Connecticut Wealth Management reduced its Halliburton (HAL) stake by 1.3% in Q2 2026, selling an estimated $9.85K and leaving 19,234 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #206.

Connecticut Wealth Management first reported a position in HAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $792K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Connecticut Wealth Management held 19,234 shares of Halliburton worth $653K as of Q2 2026.
Connecticut Wealth Management sold 252 Halliburton shares in Q2 2026, an estimated $9.85K.
Halliburton made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #206 holding.
Connecticut Wealth Management first reported a position in Halliburton in Q4 2023 and has held it in 8 quarters since.
Connecticut Wealth Management's Halliburton position peaked at $792K in Q4 2023.
1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.