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Forteris Wealth Management’s Halliburton HAL Stock Holding History

Forteris 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
Q1 		– Sell
-24,400
Closed -$690K – 70
2025
Q4 		$690K Buy
+24,400
New +$644K 0.68% 35

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forteris Wealth Management's HAL Position: Q1 2026 in Review

Forteris Wealth Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 24,400 shares — an estimated $690K sold.

Forteris Wealth Management first reported a position in HAL in Q4 2025 and held it in 1 quarter. The position peaked at $690K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Forteris Wealth Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Forteris Wealth Management sold 24,400 Halliburton shares in Q1 2026, an estimated $690K.
  • Forteris Wealth Management first reported a position in Halliburton in Q4 2025 and held it in 1 quarter.
  • Forteris Wealth Management's Halliburton position peaked at $690K in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Forteris Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.