RWM
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Ritholtz Wealth Management’s Halliburton HAL Stock Holding History

Ritholtz Wealth 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
Q1 		$3.77M Buy
96,588
+7,638
+9% +$264K 0.07% 223
2025
Q4 		$2.51M Buy
88,950
+16,797
+23% +$443K 0.05% 294
2025
Q3 		$1.77M Buy
+72,153
New +$1.6M 0.03% 365
2022
Q4 		– Sell
-12,006
Closed -$296K – 647
2022
Q3 		$296K Buy
+12,006
New +$343K 0.02% 542

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

Ritholtz Wealth Management's HAL Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Halliburton (HAL) stake by 8.6% in Q1 2026, buying an estimated $264K and bringing the position to 96,588 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #223.

Ritholtz Wealth Management first reported a position in HAL in Q3 2022 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Ritholtz Wealth Management held 96,588 shares of Halliburton worth $3.77M as of Q1 2026.
  • Ritholtz Wealth Management bought 7,638 Halliburton shares in Q1 2026, an estimated $264K.
  • Halliburton made up 0.07% of Ritholtz Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Ritholtz Wealth Management first reported a position in Halliburton in Q3 2022 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.