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Mather Group’s Halliburton HAL Stock Holding History

Mather Group’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 		$453K Buy
11,618
+475
+4% +$16.4K ﹤0.01% 520
2025
Q4 		$315K Buy
11,143
+39
+0.4% +$1.03K ﹤0.01% 514
2025
Q3 		$273K Buy
+11,104
New +$246K ﹤0.01% 540
2025
Q2 		– Sell
-6,045
Closed -$153K – 1068
2025
Q1 		$153K Sell
6,045
-3,089
-34% -$81.2K ﹤0.01% 662
2024
Q4 		$248K Sell
9,134
-901
-9% -$26.3K ﹤0.01% 502
2024
Q3 		$292K Sell
10,035
-926
-8% -$29.2K ﹤0.01% 477
2024
Q2 		$432K Buy
10,961
+734
+7% +$27.1K 0.01% 443
2024
Q1 		$370K Sell
10,227
-35
-0.3% -$1.25K 0.01% 392
2023
Q4 		$371K Buy
10,262
+1,101
+12% +$42.3K 0.01% 405
2023
Q3 		$371K Buy
9,161
+2,423
+36% +$94.9K 0.01% 390
2023
Q2 		$222K Buy
+6,738
New +$213K ﹤0.01% 527
2022
Q2 		– Sell
-6,452
Closed -$244K – 424
2022
Q1 		$244K Buy
+6,452
New +$209K ﹤0.01% 385

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

Mather Group's HAL Position: Q1 2026 in Review

Mather Group increased its Halliburton (HAL) stake by 4.3% in Q1 2026, buying an estimated $16.4K and bringing the position to 11,618 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Mather Group first reported a position in HAL in Q1 2022 and has held it in 12 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Mather Group held 11,618 shares of Halliburton worth $453K as of Q1 2026.
  • Mather Group bought 475 Halliburton shares in Q1 2026, an estimated $16.4K.
  • Halliburton made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #520 holding.
  • Mather Group first reported a position in Halliburton in Q1 2022 and has held it in 12 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.