Focus Partners Wealth
HAL icon

Focus Partners Wealth’s Halliburton HAL Stock Holding History

Focus Partners Wealth’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 		$10.5M Buy
268,783
+6,662
+3% +$231K 0.01% 705
2025
Q4 		$7.4M Buy
262,121
+204,159
+352% +$5.39M 0.01% 803
2025
Q3 		$1.43M Sell
57,962
-18,546
-24% -$410K ﹤0.01% 1143
2025
Q2 		$1.56M Buy
76,508
+24,463
+47% +$513K ﹤0.01% 980
2025
Q1 		$1.32M Buy
52,045
+10,073
+24% +$265K ﹤0.01% 975
2024
Q4 		$1.14M Buy
41,972
+18,124
+76% +$530K ﹤0.01% 1012
2024
Q3 		$693K Buy
23,848
+4,422
+23% +$139K ﹤0.01% 1048
2024
Q2 		$656K Buy
+19,426
New +$717K ﹤0.01% 887

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

Focus Partners Wealth's HAL Position: Q1 2026 in Review

Focus Partners Wealth increased its Halliburton (HAL) stake by 2.5% in Q1 2026, buying an estimated $231K and bringing the position to 268,783 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #705.

Focus Partners Wealth first reported a position in HAL in Q2 2024 and has held it in 8 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Focus Partners Wealth held 268,783 shares of Halliburton worth $10.5M as of Q1 2026.
  • Focus Partners Wealth bought 6,662 Halliburton shares in Q1 2026, an estimated $231K.
  • Halliburton made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #705 holding.
  • Focus Partners Wealth first reported a position in Halliburton in Q2 2024 and has held it in 8 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.