Cerity Partners’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
270,871
-98,454
| -27% | -$3.41M | 0.01% | 667 |
|
|
2025
Q4 | $10.4M | Buy |
369,325
+58,530
| +19% | +$1.55M | 0.02% | 623 |
|
|
2025
Q3 | $7.65M | Sell |
310,795
-261,728
| -46% | -$5.79M | 0.01% | 693 |
|
|
2025
Q2 | $11.7M | Buy |
572,523
+142,117
| +33% | +$2.98M | 0.02% | 486 |
|
|
2025
Q1 | $10.9M | Buy |
430,406
+68,936
| +19% | +$1.81M | 0.02% | 467 |
|
|
2024
Q4 | $10.2M | Sell |
361,470
-92,179
| -20% | -$2.69M | 0.02% | 474 |
|
|
2024
Q3 | $13.2M | Buy |
453,649
+207,838
| +85% | +$6.55M | 0.03% | 417 |
|
|
2024
Q2 | $8.3M | Sell |
245,811
-90,413
| -27% | -$3.34M | 0.02% | 472 |
|
|
2024
Q1 | $13.3M | Buy |
336,224
+129,532
| +63% | +$4.64M | 0.04% | 387 |
|
|
2023
Q4 | $7.47M | Buy |
206,692
+84,771
| +70% | +$3.26M | 0.02% | 428 |
|
|
2023
Q3 | $4.94M | Buy |
121,921
+26,656
| +28% | +$1.04M | 0.02% | 422 |
|
|
2023
Q2 | $3.14M | Buy |
95,265
+10,331
| +12% | +$326K | 0.01% | 614 |
|
|
2023
Q1 | $5.04M | Buy |
84,934
+7,057
| +9% | +$261K | 0.01% | 501 |
|
|
2022
Q4 | $3.07M | Buy |
77,877
+12,934
| +20% | +$458K | 0.02% | 452 |
|
|
2022
Q3 | $1.6M | Buy |
64,943
+36,158
| +126% | +$1.03M | 0.02% | 412 |
|
|
2022
Q2 | $903K | Buy |
28,785
+17,674
| +159% | +$659K | 0.01% | 571 |
|
|
2022
Q1 | $421K | Sell |
11,111
-15,725
| -59% | -$509K | 0.01% | 630 |
|
|
2021
Q4 | $614K | Buy |
+26,836
| New | +$635K | 0.01% | 539 |
|
|
2019
Q4 | – | Sell |
-10,462
| Closed | -$197K | – | 550 |
|
|
2019
Q3 | $197K | Buy |
+10,462
| New | +$217K | 0.01% | 456 |
|
|
2019
Q2 | – | Sell |
-21,793
| Closed | -$639K | – | 525 |
|
|
2019
Q1 | $639K | Sell |
21,793
-1,459
| -6% | -$44.1K | 0.04% | 296 |
|
|
2018
Q4 | $618K | Sell |
23,252
-10,938
| -32% | -$369K | 0.04% | 287 |
|
|
2018
Q3 | $1.39M | Sell |
34,190
-2,964
| -8% | -$123K | 0.1% | 203 |
|
|
2018
Q2 | $1.67M | Buy |
37,154
+11,481
| +45% | +$572K | 0.12% | 173 |
|
|
2018
Q1 | $1.21M | Buy |
25,673
+1,681
| +7% | +$83K | 0.09% | 207 |
|
|
2017
Q4 | $1.17M | Buy |
23,992
+208
| +0.9% | +$9.17K | 0.08% | 219 |
|
|
2017
Q3 | $1.09M | Buy |
23,784
+20,073
| +541% | +$841K | 0.08% | 217 |
|
|
2017
Q2 | $207K | Sell |
3,711
-4,634
| -56% | -$213K | 0.02% | 332 |
|
|
2017
Q1 | $411K | Buy |
+8,345
| New | +$449K | 0.03% | 280 |
|
Other funds holding HAL
VCM
VPM
Cerity Partners's HAL Position: Q1 2026 in Review
Cerity Partners reduced its Halliburton (HAL) stake by 27% in Q1 2026, selling an estimated $3.41M and leaving 270,871 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #667.
Cerity Partners first reported a position in HAL in Q1 2017 and has held it in 28 quarters since. The position peaked at $13.3M in Q1 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.
- Cerity Partners held 270,871 shares of Halliburton worth $10.6M as of Q1 2026.
- Cerity Partners sold 98,454 Halliburton shares in Q1 2026, an estimated $3.41M.
- Halliburton made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #667 holding.
- Cerity Partners first reported a position in Halliburton in Q1 2017 and has held it in 28 quarters since.
- Cerity Partners's Halliburton position peaked at $13.3M in Q1 2024.
- 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.