USA Financial Formulas’s Halliburton HAL Stock Holding History

USA Financial Formulas’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	$800K	Buy	+20,508	New	+$710K	0.15%	41
2022 Q3	–	Sell	-23,792	Closed	-$746K	–	349
2022 Q2	$746K	Sell	23,792 -3,311	-12%	-$123K	0.93%	52
2022 Q1	$1.03M	Buy	+27,103	New	+$877K	1.1%	28
2018 Q4	–	Sell	-10,725	Closed	-$483K	–	363
2018 Q3	$483K	Buy	+10,725	New	+$444K	0.12%	125
2017 Q1	–	Sell	-70,763	Closed	-$3.83M	–	279
2016 Q4	$3.83M	Buy	+70,763	New	+$3.53M	0.95%	25
2015 Q2	–	Sell	-5,953	Closed	-$261K	–	238
2015 Q1	$261K	Buy	+5,953	New	+$248K	0.09%	161

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USA Financial Formulas's HAL Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Halliburton (HAL) in Q1 2026: 20,508 shares worth $800K. The stake represents 0.15% of the portfolio and ranks #41 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in HAL as recently as Q2 2022.

USA Financial Formulas first reported a position in HAL in Q1 2015 and has held it in 6 quarters since. The position peaked at $3.83M in Q4 2016. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

USA Financial Formulas held 20,508 shares of Halliburton worth $800K as of Q1 2026.
Halliburton was a new USA Financial Formulas position in Q1 2026.
Halliburton made up 0.15% of USA Financial Formulas's portfolio in Q1 2026, its #41 holding.
USA Financial Formulas first reported a position in Halliburton in Q1 2015 and has held it in 6 quarters since.
USA Financial Formulas's Halliburton position peaked at $3.83M in Q4 2016.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.