WealthPLAN Partners’s Halliburton HAL Stock Holding History

WealthPLAN Partners’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	$381K	Buy	+11,212	New	+$438K	0.07%	178
2017 Q2	–	Sell	-5,538	Closed	-$276K	–	281
2017 Q1	$276K	Buy	+5,538	New	+$298K	0.96%	14
2016 Q3	$561K	Sell	12,587 -15,877	-56%	-$693K	0.18%	77
2016 Q2	$604K	Buy	+28,464	New	+$1.17M	0.08%	168
2015 Q4	$588K	Buy	+51,600	New	+$1.95M	0.1%	144
2015 Q2	$678K	Buy	15,731 +2,632	+20%	+$121K	0.3%	42
2015 Q1	$577K	Buy	+13,099	New	+$546K	0.27%	67

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthPLAN Partners's HAL Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Halliburton (HAL) in Q2 2026: 11,212 shares worth $381K. The stake represents 0.07% of the portfolio and ranks #178 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in HAL as recently as Q1 2017.

WealthPLAN Partners first reported a position in HAL in Q1 2015 and has held it in 7 quarters since. The position peaked at $678K in Q2 2015. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

WealthPLAN Partners held 11,212 shares of Halliburton worth $381K as of Q2 2026.
Halliburton was a new WealthPLAN Partners position in Q2 2026.
Halliburton made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #178 holding.
WealthPLAN Partners first reported a position in Halliburton in Q1 2015 and has held it in 7 quarters since.
WealthPLAN Partners's Halliburton position peaked at $678K in Q2 2015.
1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.