Creative Planning
HAL icon

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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning's HAL Position: Q3 2026 in Review

Creative Planning increased its Halliburton (HAL) stake by 17% in Q3 2026, buying an estimated $3.24M and bringing the position to 661,887 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #524.

Creative Planning first reported a position in HAL in Q2 2013 and has held it in 54 quarters since. 457 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Creative Planning held 661,887 shares of Halliburton worth $21M as of Q3 2026.
  • Creative Planning bought 95,063 Halliburton shares in Q3 2026, an estimated $3.24M.
  • Halliburton made up 0.01% of Creative Planning's portfolio in Q3 2026, its #524 holding.
  • Creative Planning first reported a position in Halliburton in Q2 2013 and has held it in 54 quarters since.
  • 457 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.