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Simplicity Wealth’s Halliburton HAL Stock Holding History

Simplicity 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
Q2 		$8.85M Buy
260,700
+255,286
+4,715% +$9.98M 0.3% 75
2026
Q1 		$211K Buy
+5,414
New +$187K 0.01% 709
2024
Q3 		– Sell
-17,489
Closed -$591K – 782
2024
Q2 		$591K Buy
17,489
+1,336
+8% +$49.3K 0.01% 690
2024
Q1 		$637K Buy
+16,153
New +$579K 0.02% 651

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Simplicity Wealth's HAL Position: Q2 2026 in Review

Simplicity Wealth increased its Halliburton (HAL) stake by 4,715% in Q2 2026, buying an estimated $9.98M and bringing the position to 260,700 shares worth $8.85M. The position accounts for 0.3% of the portfolio, ranked #75.

Simplicity Wealth first reported a position in HAL in Q1 2024 and has held it in 4 quarters since. 1,203 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Simplicity Wealth held 260,700 shares of Halliburton worth $8.85M as of Q2 2026.
  • Simplicity Wealth bought 255,286 Halliburton shares in Q2 2026, an estimated $9.98M.
  • Halliburton made up 0.3% of Simplicity Wealth's portfolio in Q2 2026, its #75 holding.
  • Simplicity Wealth first reported a position in Halliburton in Q1 2024 and has held it in 4 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.