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Sunrise Financial Services’s Halliburton HAL Stock Holding History

Sunrise Financial Services’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 		$1.15K Sell
34
-60
-64% -$2.34K ﹤0.01% 473
2026
Q1 		$3.67K Sell
94
-128
-58% -$4.43K ﹤0.01% 313
2025
Q4 		$6.27K Buy
+222
New +$5.86K ﹤0.01% 239

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sunrise Financial Services's HAL Position: Q2 2026 in Review

Sunrise Financial Services reduced its Halliburton (HAL) stake by 64% in Q2 2026, selling an estimated $2.34K and leaving 34 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Sunrise Financial Services first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.27K in Q4 2025. 1,198 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Sunrise Financial Services held 34 shares of Halliburton worth $1.15K as of Q2 2026.
  • Sunrise Financial Services sold 60 Halliburton shares in Q2 2026, an estimated $2.34K.
  • Halliburton made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #473 holding.
  • Sunrise Financial Services first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Halliburton position peaked at $6.27K in Q4 2025.
  • 1,198 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.