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Spire Wealth Management’s Halliburton HAL Stock Holding History

Spire Wealth 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 		$147K Buy
4,343
+405
+10% +$15.8K ﹤0.01% 876
2026
Q1 		$154K Buy
3,938
+967
+33% +$33.5K 0.01% 859
2025
Q4 		$84K Buy
2,971
+144
+5% +$3.8K ﹤0.01% 1035
2025
Q3 		$69.5K Buy
2,827
+299
+12% +$6.62K ﹤0.01% 1124
2025
Q2 		$51.5K Sell
2,528
-980
-28% -$20.6K ﹤0.01% 1183
2025
Q1 		$89K Sell
3,508
-7,501
-68% -$197K ﹤0.01% 1076
2024
Q4 		$299K Sell
11,009
-32,552
-75% -$952K 0.01% 709
2024
Q3 		$1.27M Sell
43,561
-68,657
-61% -$2.16M 0.04% 323
2024
Q2 		$3.79M Sell
112,218
-23,081
-17% -$852K 0.13% 158
2024
Q1 		$5.33M Buy
135,299
+6,025
+5% +$216K 0.1% 152
2023
Q4 		$4.39M Buy
129,274
+14,782
+13% +$568K 0.15% 157
2023
Q3 		$4.64M Buy
114,492
+39,274
+52% +$1.54M 0.18% 117
2023
Q2 		$2.48M Buy
75,218
+36,783
+96% +$1.16M 0.09% 205
2023
Q1 		$1.22M Buy
38,435
+35,346
+1,144% +$1.31M 0.05% 311
2022
Q4 		$122K Sell
3,089
-5,498
-64% -$195K 0.01% 683
2022
Q3 		$211K Sell
8,587
-2,268
-21% -$64.9K 0.01% 519
2022
Q2 		$340K Sell
10,855
-1,786
-14% -$66.6K 0.01% 589
2022
Q1 		$479K Sell
12,641
-948
-7% -$30.7K 0.01% 590
2021
Q4 		$311K Buy
13,589
+1,155
+9% +$27.4K 0.01% 888
2021
Q3 		$269K Buy
12,434
+510
+4% +$10.4K 0.01% 795
2021
Q2 		$276K Sell
11,924
-1,829
-13% -$40.6K 0.01% 808
2021
Q1 		$273K Buy
+13,753
New +$288K 0.01% 923

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

Spire Wealth Management's HAL Position: Q2 2026 in Review

Spire Wealth Management increased its Halliburton (HAL) stake by 10% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,343 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Spire Wealth Management first reported a position in HAL in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.33M in Q1 2024. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Spire Wealth Management held 4,343 shares of Halliburton worth $147K as of Q2 2026.
  • Spire Wealth Management bought 405 Halliburton shares in Q2 2026, an estimated $15.8K.
  • Halliburton made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #876 holding.
  • Spire Wealth Management first reported a position in Halliburton in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Halliburton position peaked at $5.33M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.