Convergence Investment Partners’s Halliburton HAL Stock Holding History

Convergence Investment Partners’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	$1.32M	Sell	39,014 -38,220	-49%	-$1.49M	0.13%	197
2026 Q1	$3.01M	Buy	77,234 +20,156	+35%	+$697K	0.49%	61
2025 Q4	$1.61M	Buy	+57,078	New	+$1.51M	0.32%	99
2020 Q4	–	Sell	-43,310	Closed	-$522K	–	251
2020 Q3	$522K	Buy	+43,310	New	+$627K	0.18%	184
2018 Q2	–	Sell	-1,711	Closed	-$80K	–	557
2018 Q1	$80K	Buy	+1,711	New	+$84.4K	0.01%	371
2014 Q4	–	Sell	-53,891	Closed	-$3.48M	–	393
2014 Q3	$3.48M	Buy	+53,891	New	+$3.7M	0.48%	55

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

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

Convergence Investment Partners's HAL Position: Q2 2026 in Review

Convergence Investment Partners reduced its Halliburton (HAL) stake by 49% in Q2 2026, selling an estimated $1.49M and leaving 39,014 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #197.

Convergence Investment Partners first reported a position in HAL in Q3 2014 and has held it in 6 quarters since. The position peaked at $3.48M in Q3 2014. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Convergence Investment Partners held 39,014 shares of Halliburton worth $1.32M as of Q2 2026.
Convergence Investment Partners sold 38,220 Halliburton shares in Q2 2026, an estimated $1.49M.
Halliburton made up 0.13% of Convergence Investment Partners's portfolio in Q2 2026, its #197 holding.
Convergence Investment Partners first reported a position in Halliburton in Q3 2014 and has held it in 6 quarters since.
Convergence Investment Partners's Halliburton position peaked at $3.48M in Q3 2014.
1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.