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True Wealth Design’s Halliburton HAL Stock Holding History

True Wealth Design’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 		$115K Buy
3,391
+671
+25% +$26.2K 0.03% 220
2026
Q1 		$106K Buy
2,720
+286
+12% +$9.9K 0.03% 195
2025
Q4 		$68.8K Buy
2,434
+423
+21% +$11.2K 0.02% 254
2025
Q3 		$49.5K Buy
2,011
+911
+83% +$20.2K 0.02% 312
2025
Q2 		$22.4K Sell
1,100
-676
-38% -$14.2K 0.01% 357
2025
Q1 		$45.1K Buy
1,776
+1,749
+6,478% +$46K 0.02% 201
2024
Q4 		$735 Sell
27
-16
-37% -$468 ﹤0.01% 1017
2024
Q3 		$1.25K Sell
43
-10
-19% -$315 ﹤0.01% 919
2024
Q2 		$1.79K Buy
53
+16
+43% +$591 ﹤0.01% 378
2024
Q1 		$1.46K Buy
37
+16
+76% +$573 ﹤0.01% 387
2023
Q4 		$760 Hold
21
– – ﹤0.01% 391
2023
Q3 		$851 Hold
21
– – ﹤0.01% 342
2023
Q2 		$693 Hold
21
– – ﹤0.01% 372
2023
Q1 		$665 Hold
21
– – ﹤0.01% 470
2022
Q4 		$826 Buy
+21
New +$743 ﹤0.01% 365

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

True Wealth Design's HAL Position: Q2 2026 in Review

True Wealth Design increased its Halliburton (HAL) stake by 25% in Q2 2026, buying an estimated $26.2K and bringing the position to 3,391 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #220.

True Wealth Design first reported a position in HAL in Q4 2022 and has held it in 15 quarters since. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • True Wealth Design held 3,391 shares of Halliburton worth $115K as of Q2 2026.
  • True Wealth Design bought 671 Halliburton shares in Q2 2026, an estimated $26.2K.
  • Halliburton made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #220 holding.
  • True Wealth Design first reported a position in Halliburton in Q4 2022 and has held it in 15 quarters since.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.