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NewEdge Wealth’s Halliburton HAL Stock Holding History

NewEdge 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 		$274K Buy
+8,068
New +$315K ﹤0.01% 1071
2026
Q1 		– Sell
-15,913
Closed -$450K – 1199
2025
Q4 		$450K Buy
+15,913
New +$420K 0.01% 886

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NewEdge Wealth's HAL Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Halliburton (HAL) in Q2 2026: 8,068 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in HAL as recently as Q4 2025.

NewEdge Wealth first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $450K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • NewEdge Wealth held 8,068 shares of Halliburton worth $274K as of Q2 2026.
  • Halliburton was a new NewEdge Wealth position in Q2 2026.
  • Halliburton made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1071 holding.
  • NewEdge Wealth first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Halliburton position peaked at $450K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.