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Kestra Investment Management’s Halliburton HAL Stock Holding History

Kestra Investment Management’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 		– Sell
-25,864
Closed -$731K – 473
2025
Q4 		$731K Buy
25,864
+2,149
+9% +$56.7K 0.02% 233
2025
Q3 		$583K Sell
23,715
-14,221
-37% -$315K 0.02% 254
2025
Q2 		$855K Buy
37,936
+21,605
+132% +$453K 0.01% 303
2025
Q1 		$414K Buy
+16,331
New +$429K 0.01% 286

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

Kestra Investment Management's HAL Position: Q1 2026 in Review

Kestra Investment Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 25,864 shares — an estimated $731K sold.

Kestra Investment Management first reported a position in HAL in Q1 2025 and held it in 4 quarters. The position peaked at $855K in Q2 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Kestra Investment Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 25,864 Halliburton shares in Q1 2026, an estimated $731K.
  • Kestra Investment Management first reported a position in Halliburton in Q1 2025 and held it in 4 quarters.
  • Kestra Investment Management's Halliburton position peaked at $855K in Q2 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.