Fortem Financial Group’s Halliburton HAL Stock Holding History

Fortem Financial Group’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	$2.53M	Buy	74,616 +10,403	+16%	+$406K	0.52%	51
2026 Q1	$2.5M	Buy	64,213 +16,732	+35%	+$579K	0.63%	50
2025 Q4	$1.34M	Buy	+47,481	New	+$1.25M	0.36%	69
2024 Q2	–	Sell	-6,300	Closed	-$248K	–	173
2024 Q1	$248K	Sell	6,300 -2,800	-31%	-$100K	0.11%	145
2023 Q4	$329K	Buy	9,100 +500	+6%	+$19.2K	0.16%	134
2023 Q3	$348K	Hold	8,600	–	–	0.2%	120
2023 Q2	$284K	Sell	8,600 -4,950	-37%	-$156K	0.17%	132
2023 Q1	$429K	Sell	13,550 -1,600	-11%	-$59.3K	0.28%	106
2022 Q4	$596K	Sell	15,150 -1,900	-11%	-$67.2K	0.35%	86
2022 Q3	$420K	Buy	17,050 +200	+1%	+$5.72K	0.29%	101
2022 Q2	$528K	Buy	16,850 +3,600	+27%	+$134K	0.35%	91
2022 Q1	$502K	Buy	+13,250	New	+$429K	0.22%	110
2021 Q1	–	Sell	-264	Closed	-$5K	–	280
2020 Q4	$5K	Buy	+264	New	+$4.1K	﹤0.01%	399

Other funds holding HAL

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Fortem Financial Group's HAL Position: Q2 2026 in Review

Fortem Financial Group increased its Halliburton (HAL) stake by 16% in Q2 2026, buying an estimated $406K and bringing the position to 74,616 shares worth $2.53M. The position accounts for 0.52% of the portfolio, ranked #51.

Fortem Financial Group first reported a position in HAL in Q4 2020 and has held it in 13 quarters since. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Fortem Financial Group held 74,616 shares of Halliburton worth $2.53M as of Q2 2026.
Fortem Financial Group bought 10,403 Halliburton shares in Q2 2026, an estimated $406K.
Halliburton made up 0.52% of Fortem Financial Group's portfolio in Q2 2026, its #51 holding.
Fortem Financial Group first reported a position in Halliburton in Q4 2020 and has held it in 13 quarters since.
298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.