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Smallwood Wealth Investment Management’s Halliburton HAL Stock Holding History

Smallwood Wealth Investment 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 		$2.91K Hold
85
– – ﹤0.01% 389
2026
Q1 		$3.34K Hold
85
– – ﹤0.01% 388
2025
Q4 		$2.42K Hold
85
– – ﹤0.01% 390
2025
Q3 		$2.11K Hold
85
– – ﹤0.01% 393
2025
Q2 		$1.74K Hold
85
– – ﹤0.01% 414
2025
Q1 		$2.17K Buy
+85
New +$2.23K ﹤0.01% 380

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

Smallwood Wealth Investment Management's HAL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Halliburton (HAL) position steady in Q2 2026 at 85 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Smallwood Wealth Investment Management first reported a position in HAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34K in Q1 2026. 373 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Smallwood Wealth Investment Management held 85 shares of Halliburton worth $2.91K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Halliburton share count unchanged in Q2 2026.
  • Halliburton made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #389 holding.
  • Smallwood Wealth Investment Management first reported a position in Halliburton in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Halliburton position peaked at $3.34K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.