Edmond de Rothschild Holding’s Halliburton HAL Stock Holding History

Edmond de Rothschild Holding’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
2019 Q1	–	Sell	-42,000	Closed	-$1K	–	646
2018 Q4	$1K	Hold	42,000	–	–	﹤0.01%	667
2018 Q3	$4K	Hold	42,000	–	–	﹤0.01%	718
2018 Q2	$36K	Sell	42,000 -25,000	-37%	-$1.25M	﹤0.01%	631
2018 Q1	$148K	Sell	67,000 -25,000	-27%	-$1.23M	﹤0.01%	510
2017 Q4	$276K	Hold	92,000	–	–	0.01%	448
2017 Q3	$220K	Hold	92,000	–	–	0.01%	471
2017 Q2	$193K	Buy	+92,000	New	+$4.22M	0.01%	484

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edmond de Rothschild Holding's HAL Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Halliburton (HAL) stake by 1.9% in Q1 2026, selling an estimated $277K and leaving 406,800 shares worth $15.9M. The position accounts for 0.23% of the portfolio, ranked #96.

Edmond de Rothschild Holding first reported a position in HAL in Q2 2015 and has held it in 44 quarters since. The position peaked at $54M in Q1 2017. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Edmond de Rothschild Holding held 406,800 shares of Halliburton worth $15.9M as of Q1 2026.
Edmond de Rothschild Holding sold 8,000 Halliburton shares in Q1 2026, an estimated $277K.
Halliburton made up 0.23% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #96 holding.
Edmond de Rothschild Holding first reported a position in Halliburton in Q2 2015 and has held it in 44 quarters since.
Edmond de Rothschild Holding's Halliburton position peaked at $54M in Q1 2017.
1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.