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Newbridge Financial Services Group’s Halliburton HAL Stock Holding History

Newbridge Financial Services 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 		$19.7K Sell
505
-1,248
-71% -$43.2K ﹤0.01% 646
2025
Q4 		$49.5K Buy
1,753
+503
+40% +$13.3K 0.01% 437
2025
Q3 		$30.8K Hold
1,250
– – ﹤0.01% 636
2025
Q2 		$25.5K Buy
+1,250
New +$26.2K ﹤0.01% 654
2025
Q1 		– Sell
-113
Closed -$3.06K – 1093
2024
Q4 		$3.06K Buy
+113
New +$3.3K ﹤0.01% 923
2024
Q3 		– Sell
-611
Closed -$20.6K – 831
2024
Q2 		$20.6K Sell
611
-247
-29% -$9.12K 0.01% 564
2024
Q1 		$33.8K Sell
858
-166
-16% -$5.95K 0.01% 491
2023
Q4 		$37K Sell
1,024
-207
-17% -$7.96K 0.02% 455
2023
Q3 		$49.9K Sell
1,231
-998
-45% -$39.1K 0.03% 417
2023
Q2 		$73.5K Buy
2,229
+624
+39% +$19.7K 0.04% 370
2023
Q1 		$50.8K Sell
1,605
-208
-11% -$7.7K 0.03% 464
2022
Q4 		$71.3K Sell
1,813
-97
-5% -$3.43K 0.04% 377
2022
Q3 		$47K Sell
1,910
-344
-15% -$9.84K 0.03% 466
2022
Q2 		$71K Sell
2,254
-553
-20% -$20.6K 0.04% 328
2022
Q1 		$106K Buy
2,807
+797
+40% +$25.8K 0.05% 294
2021
Q4 		$46K Sell
2,010
-42
-2% -$995 0.02% 481
2021
Q3 		$44K Buy
2,052
+1
+0% +$20 0.03% 447
2021
Q2 		$47K Buy
2,051
+8
+0.4% +$178 0.03% 460
2021
Q1 		$44K Buy
2,043
+1
+0% +$21 0.03% 418
2020
Q4 		$39K Buy
2,042
+1
+0% +$16 0.03% 387
2020
Q3 		$25K Buy
+2,041
New +$29.6K 0.02% 445

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

Newbridge Financial Services Group's HAL Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Halliburton (HAL) stake by 71% in Q1 2026, selling an estimated $43.2K and leaving 505 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Newbridge Financial Services Group first reported a position in HAL in Q3 2020 and has held it in 21 quarters since. The position peaked at $106K in Q1 2022. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Newbridge Financial Services Group held 505 shares of Halliburton worth $19.7K as of Q1 2026.
  • Newbridge Financial Services Group sold 1,248 Halliburton shares in Q1 2026, an estimated $43.2K.
  • Halliburton made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #646 holding.
  • Newbridge Financial Services Group first reported a position in Halliburton in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Halliburton position peaked at $106K in Q1 2022.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.