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Allworth Financial’s Halliburton HAL Stock Holding History

Allworth Financial’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
Q1 		$880K Buy
22,571
+4,438
+24% +$154K ﹤0.01% 741
2025
Q4 		$512K Buy
18,133
+2,371
+15% +$62.6K ﹤0.01% 928
2025
Q3 		$388K Buy
15,762
+2,177
+16% +$48.2K ﹤0.01% 993
2025
Q2 		$277K Buy
13,585
+4,688
+53% +$98.3K ﹤0.01% 1044
2025
Q1 		$189K Buy
8,897
+729
+9% +$19.2K ﹤0.01% 972
2024
Q4 		$233K Sell
8,168
-44
-0.5% -$1.29K ﹤0.01% 898
2024
Q3 		$239K Buy
8,212
+454
+6% +$14.3K ﹤0.01% 766
2024
Q2 		$267K Buy
7,758
+4,452
+135% +$164K ﹤0.01% 725
2024
Q1 		$130K Buy
3,306
+91
+3% +$3.26K ﹤0.01% 926
2023
Q4 		$116K Buy
3,215
+97
+3% +$3.73K ﹤0.01% 893
2023
Q3 		$126K Buy
3,118
+1,850
+146% +$72.5K ﹤0.01% 802
2023
Q2 		$41.8K Sell
1,268
-55
-4% -$1.74K ﹤0.01% 1179
2023
Q1 		$41.9K Sell
1,323
-9
-0.7% -$333 ﹤0.01% 1137
2022
Q4 		$52.4K Sell
1,332
-393
-23% -$13.9K ﹤0.01% 994
2022
Q3 		$42K Sell
1,725
-116
-6% -$3.32K ﹤0.01% 1016
2022
Q2 		$58K Sell
1,841
-1
-0.1% -$37 ﹤0.01% 853
2022
Q1 		$70K Buy
1,842
+767
+71% +$24.8K ﹤0.01% 804
2021
Q4 		$25K Sell
1,075
-33
-3% -$781 ﹤0.01% 1030
2021
Q3 		$24K Buy
1,108
+173
+19% +$3.54K ﹤0.01% 969
2021
Q2 		$22K Sell
935
-799
-46% -$17.8K ﹤0.01% 823
2021
Q1 		$37K Buy
1,734
+518
+43% +$10.8K ﹤0.01% 631
2020
Q4 		$23K Buy
1,216
+705
+138% +$10.9K ﹤0.01% 636
2020
Q3 		$6K Sell
511
-1,000
-66% -$14.5K ﹤0.01% 807
2020
Q2 		$20K Buy
1,511
+282
+23% +$3.04K ﹤0.01% 586
2020
Q1 		$8K Sell
1,229
-275
-18% -$4.79K ﹤0.01% 748
2019
Q4 		$37K Sell
1,504
-284
-16% -$5.99K ﹤0.01% 416
2019
Q3 		$34K Hold
1,788
– – ﹤0.01% 381
2019
Q2 		$41K Hold
1,788
– – ﹤0.01% 358
2019
Q1 		$52K Buy
1,788
+500
+39% +$15.1K ﹤0.01% 306
2018
Q4 		$34K Sell
1,288
-805
-38% -$27.2K ﹤0.01% 335
2018
Q3 		$85K Buy
2,093
+500
+31% +$20.7K ﹤0.01% 225
2018
Q2 		$72K Sell
1,593
-468
-23% -$23.3K ﹤0.01% 232
2018
Q1 		$97K Sell
2,061
-778
-27% -$38.4K 0.01% 176
2017
Q4 		$139K Sell
2,839
-435
-13% -$19.2K 0.01% 142
2017
Q3 		$151K Hold
3,274
– – 0.01% 130
2017
Q2 		$140K Sell
3,274
-1,239
-27% -$56.9K 0.01% 145
2017
Q1 		$222K Buy
4,513
+34
+0.8% +$1.83K 0.02% 97
2016
Q4 		$242K Sell
4,479
-2,073
-32% -$103K 0.02% 89
2016
Q3 		$294K Hold
6,552
– – 0.03% 80
2016
Q2 		$297K Sell
6,552
-3,916
-37% -$161K 0.03% 78
2016
Q1 		$374K Hold
10,468
– – 0.05% 74
2015
Q4 		$356K Hold
10,468
– – 0.06% 67
2015
Q3 		$370K Hold
10,468
– – 0.13% 64
2015
Q2 		$451K Hold
10,468
– – 0.16% 58
2015
Q1 		$459K Hold
10,468
– – 0.17% 58
2014
Q4 		$412K Hold
10,468
– – 0.16% 51
2014
Q3 		$675K Hold
10,468
– – 0.26% 31
2014
Q2 		$743K Buy
+10,468
New +$671K 0.34% 23

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's HAL Position: Q1 2026 in Review

Allworth Financial increased its Halliburton (HAL) stake by 24% in Q1 2026, buying an estimated $154K and bringing the position to 22,571 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Allworth Financial first reported a position in HAL in Q2 2014 and has held it in 48 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Allworth Financial held 22,571 shares of Halliburton worth $880K as of Q1 2026.
  • Allworth Financial bought 4,438 Halliburton shares in Q1 2026, an estimated $154K.
  • Halliburton made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #741 holding.
  • Allworth Financial first reported a position in Halliburton in Q2 2014 and has held it in 48 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.