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Beacon Pointe Advisors’s Halliburton HAL Stock Holding History

Beacon Pointe Advisors’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 		$733K Buy
18,799
+8,908
+90% +$308K ﹤0.01% 1117
2025
Q4 		$280K Buy
+9,891
New +$261K ﹤0.01% 1297
2025
Q3 		– Sell
-15,541
Closed -$317K – 1440
2025
Q2 		$317K Sell
15,541
-6
-0% -$126 ﹤0.01% 1026
2025
Q1 		$394K Buy
15,547
+891
+6% +$23.4K ﹤0.01% 922
2024
Q4 		$399K Sell
14,656
-801
-5% -$23.4K ﹤0.01% 900
2024
Q3 		$449K Sell
15,457
-1,740
-10% -$54.9K 0.01% 885
2024
Q2 		$581K Sell
17,197
-9,104
-35% -$336K 0.01% 824
2024
Q1 		$1.04M Buy
26,301
+174
+0.7% +$6.23K 0.01% 675
2023
Q4 		$945K Buy
26,127
+733
+3% +$28.2K 0.01% 679
2023
Q3 		$1.03M Buy
25,394
+8,572
+51% +$336K 0.01% 616
2023
Q2 		$555K Buy
16,822
+1,188
+8% +$37.5K 0.01% 678
2023
Q1 		$495K Buy
15,634
+3,423
+28% +$127K 0.01% 757
2022
Q4 		$481K Sell
12,211
-4,289
-26% -$152K 0.01% 699
2022
Q3 		$407K Buy
16,500
+514
+3% +$14.7K 0.01% 704
2022
Q2 		$500K Sell
15,986
-1,116
-7% -$41.6K 0.01% 648
2022
Q1 		$648K Buy
+17,102
New +$553K 0.01% 735
2021
Q4 		– Sell
-20,845
Closed -$451K – 966
2021
Q3 		$451K Buy
20,845
+10,646
+104% +$218K 0.01% 565
2021
Q2 		$236K Buy
+10,199
New +$227K 0.01% 740

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

Beacon Pointe Advisors's HAL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Halliburton (HAL) stake by 90% in Q1 2026, buying an estimated $308K and bringing the position to 18,799 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Beacon Pointe Advisors first reported a position in HAL in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Beacon Pointe Advisors held 18,799 shares of Halliburton worth $733K as of Q1 2026.
  • Beacon Pointe Advisors bought 8,908 Halliburton shares in Q1 2026, an estimated $308K.
  • Halliburton made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1117 holding.
  • Beacon Pointe Advisors first reported a position in Halliburton in Q2 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Halliburton position peaked at $1.04M in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.