Liontrust Investment Partners’s Halliburton HAL Stock Holding History

Liontrust Investment Partners’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	$7.47M	Buy	219,956 +68,868	+46%	+$2.69M	0.11%	102
2026 Q1	$5.89M	Buy	+151,088	New	+$5.23M	0.1%	118
2023 Q3	–	Sell	-103,758	Closed	-$3.42M	–	204
2023 Q2	$3.42M	Sell	103,758 -1,900	-2%	-$60K	0.05%	160
2023 Q1	$3.34M	Hold	105,658	–	–	0.05%	154
2022 Q4	$4.16M	Hold	105,658	–	–	0.07%	103
2022 Q3	$2.6M	Hold	105,658	–	–	0.04%	178
2022 Q2	$3.31M	Sell	105,658 -17,800	-14%	-$664K	0.05%	174
2022 Q1	$4.68M	Hold	123,458	–	–	0.06%	119
2021 Q4	$2.82M	Hold	123,458	–	–	0.03%	157
2021 Q3	$2.67M	Buy	+123,458	New	+$2.53M	0.04%	154
2020 Q4	$2.33M	Buy	+123,458	New	+$1.92M	0.05%	140

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Liontrust Investment Partners's HAL Position: Q2 2026 in Review

Liontrust Investment Partners increased its Halliburton (HAL) stake by 46% in Q2 2026, buying an estimated $2.69M and bringing the position to 219,956 shares worth $7.47M. The position accounts for 0.11% of the portfolio, ranked #102.

Liontrust Investment Partners first reported a position in HAL in Q4 2020 and has held it in 11 quarters since. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Liontrust Investment Partners held 219,956 shares of Halliburton worth $7.47M as of Q2 2026.
Liontrust Investment Partners bought 68,868 Halliburton shares in Q2 2026, an estimated $2.69M.
Halliburton made up 0.11% of Liontrust Investment Partners's portfolio in Q2 2026, its #102 holding.
Liontrust Investment Partners first reported a position in Halliburton in Q4 2020 and has held it in 11 quarters since.
1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.