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Nvest Wealth Strategies’s Halliburton HAL Stock Holding History

Nvest Wealth Strategies’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 		$30.8K Hold
908
– – 0.02% 70
2026
Q1 		$35.4K Buy
908
+8
+0.9% +$277 0.02% 64
2025
Q4 		$25.4K Buy
+900
New +$23.8K 0.02% 72

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's HAL Position: Q2 2026 in Review

Nvest Wealth Strategies held its Halliburton (HAL) position steady in Q2 2026 at 908 shares worth $30.8K. The position accounts for 0.02% of the portfolio, ranked #70.

Nvest Wealth Strategies first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.4K in Q1 2026. 646 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Nvest Wealth Strategies held 908 shares of Halliburton worth $30.8K as of Q2 2026.
  • Nvest Wealth Strategies left its Halliburton share count unchanged in Q2 2026.
  • Halliburton made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #70 holding.
  • Nvest Wealth Strategies first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Halliburton position peaked at $35.4K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.