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Mittelman Wealth Management’s Halliburton HAL Stock Holding History

Mittelman 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 		– Sell
-8,074
Closed -$315K – 54
2026
Q1 		$315K Sell
8,074
-868
-10% -$30K 0.2% 46
2025
Q4 		$253K Buy
+8,942
New +$236K 0.16% 41
2024
Q3 		– Sell
-6,276
Closed -$212K – 47
2024
Q2 		$212K Buy
+6,276
New +$232K 0.14% 71

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mittelman Wealth Management sold out of Halliburton (HAL) in Q2 2026, closing a stake of 8,074 shares — an estimated $315K sold.

Mittelman Wealth Management first reported a position in HAL in Q2 2024 and held it in 3 quarters. The position peaked at $315K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Mittelman Wealth Management reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Mittelman Wealth Management sold 8,074 Halliburton shares in Q2 2026, an estimated $315K.
  • Mittelman Wealth Management first reported a position in Halliburton in Q2 2024 and held it in 3 quarters.
  • Mittelman Wealth Management's Halliburton position peaked at $315K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.