Kestra Advisory Services’s Halliburton HAL Stock Holding History

Kestra Advisory Services’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	$1.63M	Buy	41,809 +6,525	+18%	+$226K	0.01%	1430
2025 Q4	$997K	Buy	35,284 +2,487	+8%	+$65.7K	﹤0.01%	1650
2025 Q3	$807K	Sell	32,797 -4,163	-11%	-$92.1K	﹤0.01%	1732
2025 Q2	$753K	Buy	36,960 +1,912	+5%	+$40.1K	﹤0.01%	1677
2025 Q1	$889K	Sell	35,048 -833	-2%	-$21.9K	﹤0.01%	1459
2024 Q4	$976K	Buy	35,881 +1,842	+5%	+$53.9K	0.01%	1434
2024 Q3	$989K	Sell	34,039 -6,306	-16%	-$199K	0.01%	1334
2024 Q2	$1.27M	Buy	40,345 +9,619	+31%	+$355K	0.01%	1187
2024 Q1	$1.21M	Buy	30,726 +2,392	+8%	+$85.7K	0.01%	1131
2023 Q4	$1.02M	Sell	28,334 -281	-1%	-$10.8K	0.01%	1103
2023 Q3	$1.16M	Buy	28,615 +2,001	+8%	+$78.4K	0.01%	927
2023 Q2	$878K	Sell	26,614 -4,083	-13%	-$129K	0.01%	1036
2023 Q1	$971K	Sell	30,697 -14,262	-32%	-$528K	0.01%	961
2022 Q4	$1.77M	Buy	44,959 +7,587	+20%	+$269K	0.02%	802
2022 Q3	$920K	Buy	37,372 +10,051	+37%	+$287K	0.01%	1007
2022 Q2	$857K	Buy	27,321 +2,468	+10%	+$92K	0.01%	1046
2022 Q1	$941K	Sell	24,853 -6,680	-21%	-$216K	0.01%	994
2021 Q4	$721K	Buy	31,533 +6,313	+25%	+$149K	0.01%	1126
2021 Q3	$545K	Buy	25,220 +1,807	+8%	+$37K	0.01%	1343
2021 Q2	$541K	Sell	23,413 -88	-0.4%	-$1.96K	0.01%	1248
2021 Q1	$504K	Sell	23,501 -27,559	-54%	-$577K	0.01%	1187
2020 Q4	$976K	Buy	51,060 +30,185	+145%	+$469K	0.01%	878
2020 Q3	$251K	Buy	+20,875	New	+$302K	﹤0.01%	1189

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

Kestra Advisory Services's HAL Position: Q1 2026 in Review

Kestra Advisory Services increased its Halliburton (HAL) stake by 18% in Q1 2026, buying an estimated $226K and bringing the position to 41,809 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1430.

Kestra Advisory Services first reported a position in HAL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2022. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Kestra Advisory Services held 41,809 shares of Halliburton worth $1.63M as of Q1 2026.
Kestra Advisory Services bought 6,525 Halliburton shares in Q1 2026, an estimated $226K.
Halliburton made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1430 holding.
Kestra Advisory Services first reported a position in Halliburton in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Halliburton position peaked at $1.77M in Q4 2022.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.