Edgestream Partners’s Halliburton HAL Stock Holding History

Edgestream Partners’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	$5.84M	Buy	+149,735	New	+$5.18M	0.19%	186
2025 Q4	–	Sell	-411,075	Closed	-$10.1M	–	1028
2025 Q3	$10.1M	Buy	411,075 +353,033	+608%	+$7.81M	0.3%	67
2025 Q2	$1.18M	Sell	58,042 -276,911	-83%	-$5.81M	0.03%	617
2025 Q1	$8.5M	Buy	334,953 +323,556	+2,839%	+$8.51M	0.29%	74
2024 Q4	$310K	Buy	+11,397	New	+$333K	0.01%	755
2024 Q3	–	Sell	-7,818	Closed	-$264K	–	935
2024 Q2	$264K	Sell	7,818 -14,667	-65%	-$541K	0.01%	766
2024 Q1	$886K	Buy	22,485 +13,055	+138%	+$468K	0.04%	528
2023 Q4	$341K	Buy	+9,430	New	+$363K	0.02%	688
2023 Q1	–	Sell	-12,093	Closed	-$476K	–	594
2022 Q4	$476K	Buy	+12,093	New	+$428K	0.05%	375
2022 Q2	–	Sell	-33,353	Closed	-$1.26M	–	550
2022 Q1	$1.26M	Buy	+33,353	New	+$1.08M	0.1%	289
2020 Q3	–	Sell	-197,328	Closed	-$2.56M	–	315
2020 Q2	$2.56M	Buy	197,328 +158,322	+406%	+$1.71M	0.13%	173
2020 Q1	$267K	Buy	+39,006	New	+$679K	0.02%	275
2019 Q3	–	Sell	-22,792	Closed	-$518K	–	281
2019 Q2	$518K	Buy	22,792 +6,012	+36%	+$156K	0.06%	185
2019 Q1	$492K	Buy	+16,780	New	+$507K	0.07%	168

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's HAL Position: Q1 2026 in Review

Edgestream Partners opened a new position in Halliburton (HAL) in Q1 2026: 149,735 shares worth $5.84M. The stake represents 0.19% of the portfolio and ranks #186 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HAL as recently as Q3 2025.

Edgestream Partners first reported a position in HAL in Q1 2019 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Edgestream Partners held 149,735 shares of Halliburton worth $5.84M as of Q1 2026.
Halliburton was a new Edgestream Partners position in Q1 2026.
Halliburton made up 0.19% of Edgestream Partners's portfolio in Q1 2026, its #186 holding.
Edgestream Partners first reported a position in Halliburton in Q1 2019 and has held it in 14 quarters since.
Edgestream Partners's Halliburton position peaked at $10.1M in Q3 2025.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.