TCA
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Transcend Capital Advisors’s Halliburton HAL Stock Holding History

Transcend Capital Advisors’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 		$661K Buy
16,945
+1,133
+7% +$39.2K 0.05% 324
2025
Q4 		$447K Buy
15,812
+1,027
+7% +$27.1K 0.03% 388
2025
Q3 		$364K Buy
14,785
+2,514
+20% +$55.6K 0.03% 467
2025
Q2 		$250K Buy
+12,271
New +$257K 0.02% 519

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

Transcend Capital Advisors's HAL Position: Q1 2026 in Review

Transcend Capital Advisors increased its Halliburton (HAL) stake by 7.2% in Q1 2026, buying an estimated $39.2K and bringing the position to 16,945 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #324.

Transcend Capital Advisors first reported a position in HAL in Q2 2025 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Transcend Capital Advisors held 16,945 shares of Halliburton worth $661K as of Q1 2026.
  • Transcend Capital Advisors bought 1,133 Halliburton shares in Q1 2026, an estimated $39.2K.
  • Halliburton made up 0.05% of Transcend Capital Advisors's portfolio in Q1 2026, its #324 holding.
  • Transcend Capital Advisors first reported a position in Halliburton in Q2 2025 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.