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Mount Yale Investment Advisors’s Halliburton HAL Stock Holding History

Mount Yale Investment 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 		$325K Sell
9,576
-17,205
-64% -$672K 0.01% 952
2026
Q1 		$1.04M Buy
26,781
+3,937
+17% +$136K 0.02% 502
2025
Q4 		$646K Buy
+22,844
New +$603K 0.03% 398
2025
Q3 		– Sell
-2,125
Closed -$43.3K – 1061
2025
Q2 		$43.3K Buy
+2,125
New +$44.6K ﹤0.01% 854
2024
Q4 		– Sell
-147,365
Closed -$4.28M – 585
2024
Q3 		$4.28M Buy
147,365
+11,299
+8% +$356K 0.41% 59
2024
Q2 		$4.6M Sell
136,066
-19,487
-13% -$719K 0.36% 56
2024
Q1 		$6.13M Buy
155,553
+32,871
+27% +$1.18M 0.47% 40
2023
Q4 		$4.43M Sell
122,682
-45,482
-27% -$1.75M 0.42% 52
2023
Q3 		$6.81M Buy
168,164
+152,874
+1,000% +$5.99M 0.74% 14
2023
Q2 		$504K Buy
15,290
+1,991
+15% +$62.9K 0.05% 304
2023
Q1 		$421K Buy
+13,299
New +$493K 0.05% 321
2018
Q4 		– Sell
-1,263
Closed -$46K – 502
2018
Q3 		$46K Sell
1,263
-209
-14% -$8.65K 0.01% 614
2018
Q2 		$66K Sell
1,472
-284
-16% -$14.1K 0.01% 579
2018
Q1 		$82K Buy
+1,756
New +$86.7K 0.02% 510

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's HAL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Halliburton (HAL) stake by 64% in Q2 2026, selling an estimated $672K and leaving 9,576 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #952.

Mount Yale Investment Advisors first reported a position in HAL in Q1 2018 and has held it in 14 quarters since. The position peaked at $6.81M in Q3 2023. 1,206 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Mount Yale Investment Advisors held 9,576 shares of Halliburton worth $325K as of Q2 2026.
  • Mount Yale Investment Advisors sold 17,205 Halliburton shares in Q2 2026, an estimated $672K.
  • Halliburton made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #952 holding.
  • Mount Yale Investment Advisors first reported a position in Halliburton in Q1 2018 and has held it in 14 quarters since.
  • Mount Yale Investment Advisors's Halliburton position peaked at $6.81M in Q3 2023.
  • 1,206 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.