Kingswood Wealth Advisors’s Halliburton HAL Stock Holding History

Kingswood Wealth Advisors’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	$252K	Sell	6,454 -3,043	-32%	-$105K	0.01%	790
2025 Q4	$268K	Buy	9,497 +1,252	+15%	+$33.1K	0.01%	719
2025 Q3	$203K	Buy	+8,245	New	+$182K	0.01%	761
2025 Q2	–	Sell	-8,122	Closed	-$206K	–	763
2025 Q1	$206K	Buy	+8,122	New	+$214K	0.02%	678
2024 Q3	–	Sell	-9,693	Closed	-$327K	–	704
2024 Q2	$327K	Buy	9,693 +3,662	+61%	+$135K	0.03%	495
2024 Q1	$238K	Sell	6,031 -4,417	-42%	-$158K	0.03%	544
2023 Q4	$378K	Buy	+10,448	New	+$402K	0.04%	406

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

Kingswood Wealth Advisors's HAL Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Halliburton (HAL) stake by 32% in Q1 2026, selling an estimated $105K and leaving 6,454 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #790.

Kingswood Wealth Advisors first reported a position in HAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $378K in Q4 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Kingswood Wealth Advisors held 6,454 shares of Halliburton worth $252K as of Q1 2026.
Kingswood Wealth Advisors sold 3,043 Halliburton shares in Q1 2026, an estimated $105K.
Halliburton made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #790 holding.
Kingswood Wealth Advisors first reported a position in Halliburton in Q4 2023 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Halliburton position peaked at $378K in Q4 2023.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.