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Quantum Financial Advisors’s Halliburton HAL Stock Holding History

Quantum Financial Advisors’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
-5,642
Closed -$220K – 255
2026
Q1 		$220K Buy
+5,642
New +$195K 0.02% 213
2025
Q1 		– Sell
-7,436
Closed -$202K – 188
2024
Q4 		$202K Sell
7,436
-169
-2% -$4.94K 0.03% 185
2024
Q3 		$221K Hold
7,605
– – 0.03% 166
2024
Q2 		$257K Hold
7,605
– – 0.05% 134
2024
Q1 		$300K Hold
7,605
– – 0.06% 116
2023
Q4 		$275K Hold
7,605
– – 0.07% 86
2023
Q3 		$308K Hold
7,605
– – 0.09% 77
2023
Q2 		$251K Sell
7,605
-22
-0.3% -$695 0.07% 78
2023
Q1 		$241K Hold
7,627
– – 0.08% 81
2022
Q4 		$300K Buy
+7,627
New +$270K 0.14% 57
2022
Q3 		– Sell
-7,642
Closed -$217K – 91
2022
Q2 		$217K Buy
+7,642
New +$285K 0.08% 88

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Quantum Financial Advisors's HAL Position: Q2 2026 in Review

Quantum Financial Advisors sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,642 shares — an estimated $220K sold.

Quantum Financial Advisors first reported a position in HAL in Q2 2022 and held it in 11 quarters. The position peaked at $308K in Q3 2023. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Quantum Financial Advisors reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 5,642 Halliburton shares in Q2 2026, an estimated $220K.
  • Quantum Financial Advisors first reported a position in Halliburton in Q2 2022 and held it in 11 quarters.
  • Quantum Financial Advisors's Halliburton position peaked at $308K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.