Key Financial Inc’s Halliburton HAL Stock Holding History

Key Financial Inc’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	$14.6K	Hold	374	–	–	﹤0.01%	797
2025 Q4	$10.6K	Hold	374	–	–	﹤0.01%	875
2025 Q3	$9.31K	Hold	374	–	–	﹤0.01%	898
2025 Q2	$7.62K	Sell	374 -113	-23%	-$2.37K	﹤0.01%	928
2025 Q1	$12.4K	Hold	487	–	–	﹤0.01%	768
2024 Q4	$13.2K	Hold	487	–	–	﹤0.01%	757
2024 Q3	$14.1K	Sell	487 -55	-10%	-$1.73K	﹤0.01%	711
2024 Q2	$18.3K	Buy	542 +40	+8%	+$1.48K	﹤0.01%	652
2024 Q1	$19.8K	Hold	502	–	–	0.01%	613
2023 Q4	$18.1K	Hold	502	–	–	0.01%	610
2023 Q3	$20.3K	Buy	502 +338	+206%	+$13.2K	0.01%	564
2023 Q2	$5.41K	Hold	164	–	–	﹤0.01%	911
2023 Q1	$5.19K	Buy	164 +50	+44%	+$1.85K	﹤0.01%	815
2022 Q4	$2.81K	Hold	114	–	–	﹤0.01%	892
2022 Q3	$3K	Buy	114 +113	+11,300%	+$3.23K	﹤0.01%	884
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1119
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1079
2021 Q4	$0	Hold	1	–	–	﹤0.01%	971
2021 Q3	$0	Hold	1	–	–	﹤0.01%	928
2021 Q2	$0	Buy	+1	New	+$22	﹤0.01%	867

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

Key Financial Inc's HAL Position: Q1 2026 in Review

Key Financial Inc held its Halliburton (HAL) position steady in Q1 2026 at 374 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Key Financial Inc first reported a position in HAL in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.3K in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Key Financial Inc held 374 shares of Halliburton worth $14.6K as of Q1 2026.
Key Financial Inc left its Halliburton share count unchanged in Q1 2026.
Halliburton made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #797 holding.
Key Financial Inc first reported a position in Halliburton in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Halliburton position peaked at $20.3K in Q3 2023.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.