QTR Family Wealth’s Halliburton HAL Stock Holding History

QTR Family Wealth’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	$341K	Hold	9,086	–	–	0.14%	168
2025 Q4	$309K	Buy	9,086 +692	+8%	+$18.3K	0.14%	177
2025 Q3	$206K	Buy	+8,394	New	+$186K	0.1%	239

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

QTR Family Wealth's HAL Position: Q1 2026 in Review

QTR Family Wealth held its Halliburton (HAL) position steady in Q1 2026 at 9,086 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #168.

QTR Family Wealth first reported a position in HAL in Q3 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

QTR Family Wealth held 9,086 shares of Halliburton worth $341K as of Q1 2026.
QTR Family Wealth left its Halliburton share count unchanged in Q1 2026.
Halliburton made up 0.14% of QTR Family Wealth's portfolio in Q1 2026, its #168 holding.
QTR Family Wealth first reported a position in Halliburton in Q3 2025 and has held it in 3 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.