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Plato Investment Management’s Halliburton HAL Stock Holding History

Plato 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
Q2 		$874K Sell
25,887
-6,646
-20% -$260K 0.05% 289
2026
Q1 		$1.27M Buy
32,533
+25,170
+342% +$871K 0.09% 232
2025
Q4 		$209K Buy
+7,363
New +$194K 0.01% 394
2025
Q1 		– Sell
-23,903
Closed -$652K – 563
2024
Q4 		$652K Hold
23,903
– – 0.05% 312
2024
Q3 		$694K Sell
23,903
-6,863
-22% -$216K 0.06% 287
2024
Q2 		$1.04M Hold
30,766
– – 0.1% 200
2024
Q1 		$1.21M Buy
30,766
+30,078
+4,372% +$1.08M 0.13% 182
2023
Q4 		$24.9K Buy
+688
New +$26.5K 0.03% 297

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

Plato Investment Management's HAL Position: Q2 2026 in Review

Plato Investment Management reduced its Halliburton (HAL) stake by 20% in Q2 2026, selling an estimated $260K and leaving 25,887 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #289.

Plato Investment Management first reported a position in HAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Plato Investment Management held 25,887 shares of Halliburton worth $874K as of Q2 2026.
  • Plato Investment Management sold 6,646 Halliburton shares in Q2 2026, an estimated $260K.
  • Halliburton made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #289 holding.
  • Plato Investment Management first reported a position in Halliburton in Q4 2023 and has held it in 8 quarters since.
  • Plato Investment Management's Halliburton position peaked at $1.27M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.