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Kaufman Rossin Wealth’s Halliburton HAL Stock Holding History

Kaufman Rossin Wealth’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 		$217K Sell
6,347
-8
-0.1% -$313 0.1% 99
2026
Q1 		$248K Buy
+6,355
New +$220K 0.14% 88
2025
Q3 		– Sell
-9,820
Closed -$200K – 165
2025
Q2 		$200K Buy
+9,820
New +$206K 0.13% 134

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
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

Kaufman Rossin Wealth's HAL Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Halliburton (HAL) stake by 0.13% in Q2 2026, selling an estimated $313 and leaving 6,347 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #99.

Kaufman Rossin Wealth first reported a position in HAL in Q2 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Kaufman Rossin Wealth held 6,347 shares of Halliburton worth $217K as of Q2 2026.
  • Kaufman Rossin Wealth sold 8 Halliburton shares in Q2 2026, an estimated $313.
  • Halliburton made up 0.1% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #99 holding.
  • Kaufman Rossin Wealth first reported a position in Halliburton in Q2 2025 and has held it in 3 quarters since.
  • Kaufman Rossin Wealth's Halliburton position peaked at $248K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.