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Connecticut Wealth Management’s Halliburton HAL Stock Holding History

Connecticut Wealth Management’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 		$760K Buy
19,486
+83
+0.4% +$2.87K 0.03% 182
2025
Q4 		$548K Hold
19,403
– – 0.02% 219
2025
Q3 		$477K Buy
+19,403
New +$429K 0.02% 237
2024
Q4 		– Sell
-16,166
Closed -$470K – 282
2024
Q3 		$470K Buy
16,166
+57
+0.4% +$1.8K 0.02% 224
2024
Q2 		$544K Sell
16,109
-1,398
-8% -$51.6K 0.03% 208
2024
Q1 		$690K Sell
17,507
-4,388
-20% -$157K 0.04% 182
2023
Q4 		$792K Buy
+21,895
New +$842K 0.05% 166

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

Connecticut Wealth Management's HAL Position: Q1 2026 in Review

Connecticut Wealth Management increased its Halliburton (HAL) stake by 0.43% in Q1 2026, buying an estimated $2.87K and bringing the position to 19,486 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #182.

Connecticut Wealth Management first reported a position in HAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $792K in Q4 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Connecticut Wealth Management held 19,486 shares of Halliburton worth $760K as of Q1 2026.
  • Connecticut Wealth Management bought 83 Halliburton shares in Q1 2026, an estimated $2.87K.
  • Halliburton made up 0.03% of Connecticut Wealth Management's portfolio in Q1 2026, its #182 holding.
  • Connecticut Wealth Management first reported a position in Halliburton in Q4 2023 and has held it in 7 quarters since.
  • Connecticut Wealth Management's Halliburton position peaked at $792K in Q4 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.