Forte Capital’s Halliburton HAL Stock Holding History

Forte Capital’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
2025 Q2	$326K	Buy	15,975 +7,190	+82%	+$151K	0.04%	210
2025 Q1	$223K	Buy	+8,785	New	+$231K	0.03%	229

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Forte Capital's HAL Position: Q2 2025 in Review

Forte Capital increased its Halliburton (HAL) stake by 82% in Q2 2025, buying an estimated $151K and bringing the position to 15,975 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #210.

Forte Capital first reported a position in HAL in Q1 2025 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Forte Capital held 15,975 shares of Halliburton worth $326K as of Q2 2025.
Forte Capital bought 7,190 Halliburton shares in Q2 2025, an estimated $151K.
Halliburton made up 0.04% of Forte Capital's portfolio in Q2 2025, its #210 holding.
Forte Capital first reported a position in Halliburton in Q1 2025 and has held it in 2 quarters since.
902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.