UCFA
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United Capital Financial Advisors’s Halliburton HAL Stock Holding History

United Capital Financial 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 		$2.58M Buy
66,293
+3,754
+6% +$130K 0.02% 494
2025
Q4 		$1.77M Buy
62,539
+3,674
+6% +$97K 0.01% 564
2025
Q3 		$1.45M Buy
58,865
+4,769
+9% +$106K 0.01% 539
2025
Q2 		$1.1M Buy
54,096
+17,842
+49% +$374K 0.01% 563
2025
Q1 		$920K Sell
36,254
-662
-2% -$17.4K 0.01% 584
2024
Q4 		$1M Sell
36,916
-2,256
-6% -$66K 0.01% 546
2024
Q3 		$1.14M Buy
39,172
+2,728
+7% +$86K 0.01% 514
2024
Q2 		$1.23M Sell
36,444
-136
-0.4% -$5.02K 0.01% 485
2024
Q1 		$1.44M Sell
36,580
-2,070
-5% -$74.2K 0.01% 488
2023
Q4 		$1.4M Buy
38,650
+22,786
+144% +$876K 0.01% 487
2023
Q3 		$642K Sell
15,864
-3,574
-18% -$140K ﹤0.01% 594
2023
Q2 		$641K Buy
19,438
+486
+3% +$15.4K ﹤0.01% 641
2023
Q1 		$600K Sell
18,952
-20,509
-52% -$760K ﹤0.01% 693
2022
Q4 		$1.55M Buy
39,461
+5,780
+17% +$205K 0.01% 529
2022
Q3 		$829K Sell
33,681
-2,802
-8% -$80.1K ﹤0.01% 649
2022
Q2 		$1.14M Buy
36,483
+580
+2% +$21.6K 0.01% 614
2022
Q1 		$1.36M Sell
35,903
-2,794
-7% -$90.4K 0.01% 601
2021
Q4 		$885K Sell
38,697
-1,606
-4% -$38K ﹤0.01% 707
2021
Q3 		$871K Buy
40,303
+1,615
+4% +$33.1K ﹤0.01% 710
2021
Q2 		$894K Buy
38,688
+709
+2% +$15.8K ﹤0.01% 724
2021
Q1 		$815K Sell
37,979
-9,175
-19% -$192K ﹤0.01% 719
2020
Q4 		$891K Sell
47,154
-1,448
-3% -$22.5K 0.01% 703
2020
Q3 		$586K Sell
48,602
-11,587
-19% -$168K ﹤0.01% 793
2020
Q2 		$781K Sell
60,189
-7,418
-11% -$80K 0.01% 731
2020
Q1 		$463K Sell
67,607
-58,050
-46% -$1.01M ﹤0.01% 847
2019
Q4 		$3.08M Buy
125,657
+12,279
+11% +$259K 0.02% 515
2019
Q3 		$2.14M Buy
113,378
+12,682
+13% +$262K 0.01% 574
2019
Q2 		$2.29M Sell
100,696
-754
-0.7% -$19.6K 0.02% 585
2019
Q1 		$2.97M Buy
101,450
+6,964
+7% +$210K 0.02% 513
2018
Q4 		$2.51M Buy
94,486
+15,420
+20% +$520K 0.02% 510
2018
Q3 		$3.21M Buy
79,066
+1,203
+2% +$49.8K 0.02% 514
2018
Q2 		$3.51M Buy
77,863
+4,901
+7% +$244K 0.03% 480
2018
Q1 		$3.42M Buy
72,962
+4,150
+6% +$205K 0.03% 470
2017
Q4 		$3.34M Buy
68,812
+7,468
+12% +$329K 0.03% 484
2017
Q3 		$2.82M Buy
61,344
+19,980
+48% +$837K 0.02% 502
2017
Q2 		$1.77M Buy
41,364
+5,554
+16% +$255K 0.02% 610
2017
Q1 		$1.76M Buy
35,810
+4,003
+13% +$215K 0.02% 596
2016
Q4 		$1.72M Sell
31,807
-6,711
-17% -$335K 0.02% 601
2016
Q3 		$1.73M Sell
38,518
-10,822
-22% -$472K 0.02% 628
2016
Q2 		$2.22M Sell
49,340
-42,919
-47% -$1.77M 0.02% 530
2016
Q1 		$3.3M Sell
92,259
-3,275
-3% -$107K 0.04% 428
2015
Q4 		$3.25M Sell
95,534
-38,537
-29% -$1.45M 0.04% 439
2015
Q3 		$4.74M Sell
134,071
-21,227
-14% -$835K 0.06% 329
2015
Q2 		$6.69M Buy
155,298
+11,770
+8% +$542K 0.08% 290
2015
Q1 		$7.03M Buy
143,528
+15,997
+13% +$667K 0.09% 283
2014
Q4 		$5.02M Buy
127,531
+109,614
+612% +$5.34M 0.08% 254
2014
Q3 		$1.16M Buy
+17,917
New +$1.23M 0.02% 567
2014
Q2 		– Sell
-9,486
Closed -$559K – 857
2014
Q1 		$559K Sell
9,486
-128
-1% -$6.84K 0.01% 616
2013
Q4 		$488K Sell
9,614
-11,335
-54% -$586K 0.02% 441
2013
Q3 		$1.01M Buy
20,949
+954
+5% +$44.7K 0.03% 341
2013
Q2 		$834K Buy
+19,995
New +$836K 0.02% 433

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

United Capital Financial Advisors's HAL Position: Q1 2026 in Review

United Capital Financial Advisors increased its Halliburton (HAL) stake by 6% in Q1 2026, buying an estimated $130K and bringing the position to 66,293 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #494.

United Capital Financial Advisors first reported a position in HAL in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.03M in Q1 2015. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • United Capital Financial Advisors held 66,293 shares of Halliburton worth $2.58M as of Q1 2026.
  • United Capital Financial Advisors bought 3,754 Halliburton shares in Q1 2026, an estimated $130K.
  • Halliburton made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #494 holding.
  • United Capital Financial Advisors first reported a position in Halliburton in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Halliburton position peaked at $7.03M in Q1 2015.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.