FCH
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Freestone Capital Holdings’s Halliburton HAL Stock Holding History

Freestone Capital Holdings’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 		$705K Sell
18,082
-224
-1% -$7.75K 0.02% 292
2025
Q4 		$517K Sell
18,306
-3,461
-16% -$91.4K 0.02% 334
2025
Q3 		$535K Sell
21,767
-830
-4% -$18.4K 0.02% 334
2025
Q2 		$461K Buy
+22,597
New +$474K 0.02% 305
2025
Q1 		– Sell
-18,160
Closed -$494K – 459
2024
Q4 		$494K Buy
+18,160
New +$531K 0.02% 290
2021
Q1 		– Sell
-2,055
Closed -$38.8K – 682
2020
Q4 		$38.8K Sell
2,055
-271
-12% -$4.21K ﹤0.01% 618
2020
Q3 		$28K Buy
+2,326
New +$33.7K ﹤0.01% 586
2017
Q1 		– Sell
-9,800
Closed -$530K – 358
2016
Q4 		$530K Buy
9,800
+224
+2% +$11.2K 0.05% 259
2016
Q3 		$430K Sell
9,576
-35
-0.4% -$1.53K 0.04% 280
2016
Q2 		$435K Buy
9,611
+501
+5% +$20.6K 0.04% 257
2016
Q1 		$325K Buy
9,110
+128
+1% +$4.18K 0.03% 281
2015
Q4 		$306K Buy
8,982
+1,366
+18% +$51.5K 0.03% 299
2015
Q3 		$269K Buy
+7,616
New +$300K 0.03% 292
2014
Q4 		– Sell
-19,595
Closed -$1.26M – 174
2014
Q3 		$1.26M Sell
19,595
-2,526
-11% -$173K 0.22% 70
2014
Q2 		$1.57M Sell
22,121
-10,685
-33% -$685K 0.25% 66
2014
Q1 		$1.93M Sell
32,806
-9,419
-22% -$503K 0.34% 45
2013
Q4 		$2.14M Sell
42,225
-207
-0.5% -$10.7K 0.38% 42
2013
Q3 		$2.02M Buy
42,432
+1,405
+3% +$65.8K 0.36% 48
2013
Q2 		$1.71M Buy
+41,027
New +$1.71M 0.35% 44

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

Freestone Capital Holdings's HAL Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Halliburton (HAL) stake by 1.2% in Q1 2026, selling an estimated $7.75K and leaving 18,082 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #292.

Freestone Capital Holdings first reported a position in HAL in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2013. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Freestone Capital Holdings held 18,082 shares of Halliburton worth $705K as of Q1 2026.
  • Freestone Capital Holdings sold 224 Halliburton shares in Q1 2026, an estimated $7.75K.
  • Halliburton made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #292 holding.
  • Freestone Capital Holdings first reported a position in Halliburton in Q2 2013 and has held it in 19 quarters since.
  • Freestone Capital Holdings's Halliburton position peaked at $2.14M in Q4 2013.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.