Institute for Wealth Management’s Halliburton HAL Stock Holding History

Institute for 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 Q2	$58.3K	Buy	+1,718	New	+$67.1K	0.01%	834

Other funds holding HAL

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's HAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Halliburton (HAL) in Q2 2026: 1,718 shares worth $58.3K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings.

671 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Institute for Wealth Management held 1,718 shares of Halliburton worth $58.3K as of Q2 2026.
Halliburton was a new Institute for Wealth Management position in Q2 2026.
Halliburton made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #834 holding.
671 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.