Mascoma Wealth Management’s Halliburton HAL Stock Holding History

Mascoma 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	$34.2K	Hold	1,008	–	–	0.01%	216
2026 Q1	$39.3K	Hold	1,008	–	–	0.01%	209
2025 Q4	$28.5K	Hold	1,008	–	–	0.01%	226
2025 Q3	$24.8K	Hold	1,008	–	–	0.01%	245
2025 Q2	$20.5K	Hold	1,008	–	–	﹤0.01%	258
2025 Q1	$25.6K	Hold	1,008	–	–	0.01%	247
2024 Q4	$27.4K	Hold	1,008	–	–	0.01%	251
2024 Q3	$29.3K	Hold	1,008	–	–	0.01%	237
2024 Q2	$34K	Hold	1,008	–	–	0.01%	223
2024 Q1	$39.7K	Hold	1,008	–	–	0.01%	199
2023 Q4	$36.4K	Sell	1,008 -197	-16%	-$7.57K	0.01%	213
2023 Q3	$48.8K	Buy	1,205 +197	+20%	+$7.72K	0.02%	197
2023 Q2	$40.1K	Hold	1,008	–	–	0.01%	208
2023 Q1	$33K	Hold	1,008	–	–	0.01%	278
2022 Q4	$39.7K	Hold	1,008	–	–	0.01%	260
2022 Q3	$25K	Sell	1,008 -506	-33%	-$14.5K	0.01%	311
2022 Q2	$47K	Buy	1,514 +271	+22%	+$10.1K	0.02%	243
2022 Q1	$47K	Buy	1,243 +235	+23%	+$7.6K	0.02%	267
2021 Q4	$23K	Hold	1,008	–	–	0.01%	309
2021 Q3	$22K	Buy	+1,008	New	+$20.7K	0.01%	282
2021 Q2	–	Sell	-1,008	Closed	-$22K	–	249
2021 Q1	$22K	Buy	+1,008	New	+$21.1K	0.01%	285
2019 Q3	–	Sell	-1,008	Closed	-$23K	–	194
2019 Q2	$23K	Hold	1,008	–	–	0.01%	221
2019 Q1	$30K	Buy	+1,008	New	+$30.4K	0.02%	188

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Mascoma Wealth Management's HAL Position: Q2 2026 in Review

Mascoma Wealth Management held its Halliburton (HAL) position steady in Q2 2026 at 1,008 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #216.

Mascoma Wealth Management first reported a position in HAL in Q1 2019 and has held it in 23 quarters since. The position peaked at $48.8K in Q3 2023. 1,197 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Mascoma Wealth Management held 1,008 shares of Halliburton worth $34.2K as of Q2 2026.
Mascoma Wealth Management left its Halliburton share count unchanged in Q2 2026.
Halliburton made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #216 holding.
Mascoma Wealth Management first reported a position in Halliburton in Q1 2019 and has held it in 23 quarters since.
Mascoma Wealth Management's Halliburton position peaked at $48.8K in Q3 2023.
1,197 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.