UFPG
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United Financial Planning Group’s Halliburton HAL Stock Holding History

United Financial Planning Group’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 		$14K Hold
411
– – 0.01% 200
2026
Q1 		$16K Buy
+411
New +$14.2K 0.01% 155

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

United Financial Planning Group's HAL Position: Q2 2026 in Review

United Financial Planning Group held its Halliburton (HAL) position steady in Q2 2026 at 411 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #200.

United Financial Planning Group first reported a position in HAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $16K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • United Financial Planning Group held 411 shares of Halliburton worth $14K as of Q2 2026.
  • United Financial Planning Group left its Halliburton share count unchanged in Q2 2026.
  • Halliburton made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #200 holding.
  • United Financial Planning Group first reported a position in Halliburton in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Halliburton position peaked at $16K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.