Rothschild Capital Partners’s Halliburton HAL Stock Holding History

Rothschild Capital Partners’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 Q1	$727K	Buy	+18,653	New	+$645K	0.18%	53
2017 Q3	–	Sell	-43,555	Closed	-$1.86M	–	53
2017 Q2	$1.86M	Sell	43,555 -43,505	-50%	-$2M	0.71%	34
2017 Q1	$4.28M	Buy	87,060 +41,920	+93%	+$2.25M	1.67%	26
2016 Q4	$2.44M	Buy	+45,140	New	+$2.25M	1.04%	33

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rothschild Capital Partners's HAL Position: Q1 2026 in Review

Rothschild Capital Partners opened a new position in Halliburton (HAL) in Q1 2026: 18,653 shares worth $727K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in HAL as recently as Q2 2017.

Rothschild Capital Partners first reported a position in HAL in Q4 2016 and has held it in 4 quarters since. The position peaked at $4.28M in Q1 2017. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Rothschild Capital Partners held 18,653 shares of Halliburton worth $727K as of Q1 2026.
Halliburton was a new Rothschild Capital Partners position in Q1 2026.
Halliburton made up 0.18% of Rothschild Capital Partners's portfolio in Q1 2026, its #53 holding.
Rothschild Capital Partners first reported a position in Halliburton in Q4 2016 and has held it in 4 quarters since.
Rothschild Capital Partners's Halliburton position peaked at $4.28M in Q1 2017.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.