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Sagespring Wealth Partners’s Halliburton HAL Stock Holding History

Sagespring Wealth 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 		$557K Buy
14,285
+4,735
+50% +$164K 0.01% 470
2025
Q4 		$270K Buy
+9,550
New +$252K ﹤0.01% 657
2025
Q2 		– Sell
-10,562
Closed -$268K – 722
2025
Q1 		$268K Buy
10,562
+422
+4% +$11.1K 0.01% 550
2024
Q4 		$276K Buy
+10,140
New +$296K 0.01% 499

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

Sagespring Wealth Partners's HAL Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Halliburton (HAL) stake by 50% in Q1 2026, buying an estimated $164K and bringing the position to 14,285 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #470.

Sagespring Wealth Partners first reported a position in HAL in Q4 2024 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Sagespring Wealth Partners held 14,285 shares of Halliburton worth $557K as of Q1 2026.
  • Sagespring Wealth Partners bought 4,735 Halliburton shares in Q1 2026, an estimated $164K.
  • Halliburton made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #470 holding.
  • Sagespring Wealth Partners first reported a position in Halliburton in Q4 2024 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.