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Wealth Enhancement Trust Services’s Halliburton HAL Stock Holding History

Wealth Enhancement Trust 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 		$79K Buy
2,327
+320
+16% +$12.5K 0.01% 411
2026
Q1 		$78.3K Hold
2,007
– – 0.01% 386
2025
Q4 		$56.7K Buy
+2,007
New +$53K 0.01% 416

Other funds holding HAL

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealth Enhancement Trust Services's HAL Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Halliburton (HAL) stake by 16% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,327 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #411.

Wealth Enhancement Trust Services first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,327 shares of Halliburton worth $79K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 320 Halliburton shares in Q2 2026, an estimated $12.5K.
  • Halliburton made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #411 holding.
  • Wealth Enhancement Trust Services first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.