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Morningstar Investment Management’s Halliburton HAL Stock Holding History

Morningstar 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
-72,496
Closed -$2.05M – 340
2025
Q4 		$2.05M Sell
72,496
-12,467
-15% -$329K 0.12% 164
2025
Q3 		$2.09M Buy
+84,963
New +$1.88M 0.08% 239

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morningstar Investment Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 72,496 shares — an estimated $2.05M sold.

Morningstar Investment Management first reported a position in HAL in Q3 2025 and held it in 2 quarters. The position peaked at $2.09M in Q3 2025. 1,203 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Morningstar Investment Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 72,496 Halliburton shares in Q1 2026, an estimated $2.05M.
  • Morningstar Investment Management first reported a position in Halliburton in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Halliburton position peaked at $2.09M in Q3 2025.
  • 1,203 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.