KWA
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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
Q2 		$244K Buy
7,187
+733
+11% +$28.6K 0.01% 872
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kingswood Wealth Advisors's HAL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Halliburton (HAL) stake by 11% in Q2 2026, buying an estimated $28.6K and bringing the position to 7,187 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #872.

Kingswood Wealth Advisors first reported a position in HAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $378K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Kingswood Wealth Advisors held 7,187 shares of Halliburton worth $244K as of Q2 2026.
  • Kingswood Wealth Advisors bought 733 Halliburton shares in Q2 2026, an estimated $28.6K.
  • Halliburton made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #872 holding.
  • Kingswood Wealth Advisors first reported a position in Halliburton in Q4 2023 and has held it in 8 quarters since.
  • Kingswood Wealth Advisors's Halliburton position peaked at $378K in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.