Creative Planning’s Halliburton HAL Stock Holding History

Creative Planning’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
2016 Q2	–	Sell	-1,000	Closed	-$1K	–	4416
2016 Q1	$1K	Buy	+1,000	New	+$32.6K	﹤0.01%	4122

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Planning's HAL Position: Q2 2026 in Review

Creative Planning increased its Halliburton (HAL) stake by 20% in Q2 2026, buying an estimated $3.69M and bringing the position to 566,824 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #522.

Creative Planning first reported a position in HAL in Q2 2013 and has held it in 53 quarters since. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Creative Planning held 566,824 shares of Halliburton worth $19.2M as of Q2 2026.
Creative Planning bought 94,461 Halliburton shares in Q2 2026, an estimated $3.69M.
Halliburton made up 0.01% of Creative Planning's portfolio in Q2 2026, its #522 holding.
Creative Planning first reported a position in Halliburton in Q2 2013 and has held it in 53 quarters since.
1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.