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Asset Planning Inc’s Halliburton HAL Stock Holding History

Asset Planning Inc’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 		$66.6K Buy
1,961
+1,213
+162% +$47.4K 0.04% 142
2026
Q1 		$29.2K Buy
748
+3
+0.4% +$104 0.02% 184
2025
Q4 		$21K Buy
745
+5
+0.7% +$132 0.01% 198
2025
Q3 		$18.2K Buy
740
+5
+0.7% +$111 0.01% 211
2025
Q2 		$15K Buy
735
+6
+0.8% +$126 0.01% 217
2025
Q1 		$18.5K Buy
729
+5
+0.7% +$131 0.01% 213
2024
Q4 		$19.7K Buy
+724
New +$21.2K 0.02% 210

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Asset Planning Inc's HAL Position: Q2 2026 in Review

Asset Planning Inc increased its Halliburton (HAL) stake by 162% in Q2 2026, buying an estimated $47.4K and bringing the position to 1,961 shares worth $66.6K. The position accounts for 0.04% of the portfolio, ranked #142.

Asset Planning Inc first reported a position in HAL in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Asset Planning Inc held 1,961 shares of Halliburton worth $66.6K as of Q2 2026.
  • Asset Planning Inc bought 1,213 Halliburton shares in Q2 2026, an estimated $47.4K.
  • Halliburton made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #142 holding.
  • Asset Planning Inc first reported a position in Halliburton in Q4 2024 and has held it in 7 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.