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Integrated Wealth Concepts’s Halliburton HAL Stock Holding History

Integrated Wealth Concepts’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 		$3.44M Buy
88,281
+5,119
+6% +$177K 0.03% 553
2025
Q4 		$2.35M Sell
83,162
-36,215
-30% -$956K 0.03% 494
2025
Q3 		$2.94M Sell
119,377
-12,605
-10% -$279K 0.03% 539
2025
Q2 		$2.69M Buy
131,982
+26,605
+25% +$558K 0.03% 527
2025
Q1 		$2.67M Buy
105,377
+20,702
+24% +$544K 0.03% 503
2024
Q4 		$2.3M Buy
84,675
+484
+0.6% +$14.2K 0.03% 513
2024
Q3 		$2.45M Buy
84,191
+29,146
+53% +$919K 0.03% 492
2024
Q2 		$1.86M Buy
55,045
+12,674
+30% +$468K 0.03% 526
2024
Q1 		$1.67M Buy
42,371
+7,445
+21% +$267K 0.02% 576
2023
Q4 		$1.26M Buy
34,926
+308
+0.9% +$11.8K 0.02% 635
2023
Q3 		$1.4M Sell
34,618
-24,242
-41% -$950K 0.02% 566
2023
Q2 		$1.94M Buy
58,860
+15,100
+35% +$477K 0.03% 474
2023
Q1 		$1.39M Sell
43,760
-627
-1% -$23.2K 0.03% 512
2022
Q4 		$1.75M Sell
44,387
-24,254
-35% -$858K 0.05% 343
2022
Q3 		$1.69M Buy
68,641
+10,181
+17% +$291K 0.05% 322
2022
Q2 		$1.83M Sell
58,460
-2,867
-5% -$107K 0.06% 299
2022
Q1 		$2.32M Sell
61,327
-107,765
-64% -$3.49M 0.07% 231
2021
Q4 		$3.87M Sell
169,092
-9,522
-5% -$225K 0.12% 156
2021
Q3 		$3.86M Sell
178,614
-35,917
-17% -$736K 0.13% 146
2021
Q2 		$4.96M Buy
214,531
+3,767
+2% +$83.7K 0.18% 111
2021
Q1 		$4.52M Buy
210,764
+49,944
+31% +$1.05M 0.19% 104
2020
Q4 		$3.04M Buy
160,820
+31,736
+25% +$493K 0.14% 121
2020
Q3 		$1.55M Buy
+129,084
New +$1.87M 0.1% 157

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

Integrated Wealth Concepts's HAL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Halliburton (HAL) stake by 6.2% in Q1 2026, buying an estimated $177K and bringing the position to 88,281 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #553.

Integrated Wealth Concepts first reported a position in HAL in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.96M in Q2 2021. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Integrated Wealth Concepts held 88,281 shares of Halliburton worth $3.44M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,119 Halliburton shares in Q1 2026, an estimated $177K.
  • Halliburton made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #553 holding.
  • Integrated Wealth Concepts first reported a position in Halliburton in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Halliburton position peaked at $4.96M in Q2 2021.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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