Fortitude Family Office’s Halliburton HAL Stock Holding History

Fortitude Family Office’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	$47.7K	Buy	1,404 +429	+44%	+$16.8K	0.01%	303
2026 Q1	$38K	Buy	975 +281	+40%	+$9.72K	0.01%	282
2025 Q4	$19.6K	Buy	694 +29	+4%	+$766	﹤0.01%	408
2025 Q3	$16.4K	Buy	665 +34	+5%	+$752	﹤0.01%	437
2025 Q2	$12.9K	Buy	631 +533	+544%	+$11.2K	﹤0.01%	483
2025 Q1	$2.49K	Hold	98	–	–	﹤0.01%	889
2024 Q4	$2.67K	Buy	98 +30	+44%	+$877	﹤0.01%	983
2024 Q3	$1.98K	Hold	68	–	–	﹤0.01%	1007
2024 Q2	$2.3K	Hold	68	–	–	﹤0.01%	778
2024 Q1	$2.68K	Sell	68 -49	-42%	-$1.75K	﹤0.01%	768
2023 Q4	$4.23K	Buy	+117	New	+$4.5K	﹤0.01%	738

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

Fortitude Family Office's HAL Position: Q2 2026 in Review

Fortitude Family Office increased its Halliburton (HAL) stake by 44% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,404 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #303.

Fortitude Family Office first reported a position in HAL in Q4 2023 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Fortitude Family Office held 1,404 shares of Halliburton worth $47.7K as of Q2 2026.
Fortitude Family Office bought 429 Halliburton shares in Q2 2026, an estimated $16.8K.
Halliburton made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #303 holding.
Fortitude Family Office first reported a position in Halliburton in Q4 2023 and has held it in 11 quarters since.
298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.