SOA Wealth Advisors’s Halliburton HAL Stock Holding History

SOA Wealth 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	$3.73K	Hold	110	–	–	﹤0.01%	728
2026 Q1	$4.29K	Hold	110	–	–	﹤0.01%	662
2025 Q4	$3.11K	Hold	110	–	–	﹤0.01%	691
2025 Q3	$2.71K	Hold	110	–	–	﹤0.01%	713
2025 Q2	$2.24K	Hold	110	–	–	﹤0.01%	704
2025 Q1	$2.79K	Hold	110	–	–	﹤0.01%	681
2024 Q4	$2.99K	Hold	110	–	–	﹤0.01%	656
2024 Q3	$3.2K	Hold	110	–	–	﹤0.01%	641
2024 Q2	$3.72K	Hold	110	–	–	﹤0.01%	626
2024 Q1	$4.34K	Hold	110	–	–	﹤0.01%	626
2023 Q4	$3.98K	Hold	110	–	–	﹤0.01%	625
2023 Q3	$4.46K	Hold	110	–	–	﹤0.01%	631
2023 Q2	$3.63K	Hold	110	–	–	﹤0.01%	657
2023 Q1	$3.48K	Hold	110	–	–	﹤0.01%	666
2022 Q4	$4.33K	Hold	110	–	–	﹤0.01%	643
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	708
2022 Q2	$3K	Sell	110 -111	-50%	-$4.14K	﹤0.01%	643
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	620
2021 Q4	$5K	Hold	221	–	–	﹤0.01%	660
2021 Q3	$4K	Hold	221	–	–	﹤0.01%	707
2021 Q2	$5K	Sell	221 -1	-0.5%	-$22	﹤0.01%	667
2021 Q1	$4K	Sell	222 -12	-5%	-$251	﹤0.01%	648
2020 Q4	$4K	Buy	+234	New	+$3.63K	﹤0.01%	630

Other funds holding HAL

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SOA Wealth Advisors's HAL Position: Q2 2026 in Review

SOA Wealth Advisors held its Halliburton (HAL) position steady in Q2 2026 at 110 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

SOA Wealth Advisors first reported a position in HAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $8K in Q1 2022. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

SOA Wealth Advisors held 110 shares of Halliburton worth $3.73K as of Q2 2026.
SOA Wealth Advisors left its Halliburton share count unchanged in Q2 2026.
Halliburton made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #728 holding.
SOA Wealth Advisors first reported a position in Halliburton in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Halliburton position peaked at $8K in Q1 2022.
298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.