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Root Financial Partners’s Halliburton HAL Stock Holding History

Root Financial Partners’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 		$122K Buy
3,130
+1,293
+70% +$44.7K 0.01% 495
2025
Q4 		$51.9K Buy
1,837
+528
+40% +$13.9K ﹤0.01% 697
2025
Q3 		$32.2K Buy
+1,309
New +$29K ﹤0.01% 857

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

Root Financial Partners's HAL Position: Q1 2026 in Review

Root Financial Partners increased its Halliburton (HAL) stake by 70% in Q1 2026, buying an estimated $44.7K and bringing the position to 3,130 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #495.

Root Financial Partners 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.

  • Root Financial Partners held 3,130 shares of Halliburton worth $122K as of Q1 2026.
  • Root Financial Partners bought 1,293 Halliburton shares in Q1 2026, an estimated $44.7K.
  • Halliburton made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #495 holding.
  • Root Financial Partners 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.