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Consultiva Wealth Management’s Halliburton HAL Stock Holding History

Consultiva 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 		$27.1K Hold
695
– – 0.08% 134
2025
Q4 		$19.6K Hold
695
– – 0.06% 158
2025
Q3 		$17.1K Hold
695
– – 0.05% 178
2025
Q2 		$14.2K Hold
695
– – 0.04% 193
2025
Q1 		$17.6K Buy
+695
New +$18.3K 0.06% 168

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

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

Consultiva Wealth Management held its Halliburton (HAL) position steady in Q1 2026 at 695 shares worth $27.1K. The position accounts for 0.08% of the portfolio, ranked #134.

Consultiva Wealth Management first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Consultiva Wealth Management held 695 shares of Halliburton worth $27.1K as of Q1 2026.
  • Consultiva Wealth Management left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up 0.08% of Consultiva Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Consultiva Wealth Management first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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