PDS Planning’s Halliburton HAL Stock Holding History

PDS Planning’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	$241K	Buy	+6,169	New	+$213K	0.02%	455

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PDS Planning's HAL Position: Q1 2026 in Review

PDS Planning opened a new position in Halliburton (HAL) in Q1 2026: 6,169 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings.

1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

PDS Planning held 6,169 shares of Halliburton worth $241K as of Q1 2026.
Halliburton was a new PDS Planning position in Q1 2026.
Halliburton made up 0.02% of PDS Planning's portfolio in Q1 2026, its #455 holding.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.