1 North Wealth Services’s Halliburton HAL Stock Holding History

1 North Wealth Services’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	$19.5K	Hold	500	–	–	0.01%	123
2025 Q4	$14.1K	Hold	500	–	–	0.01%	146
2025 Q3	$12.3K	Hold	500	–	–	0.01%	142
2025 Q2	$10.2K	Hold	500	–	–	﹤0.01%	145
2025 Q1	$12.7K	Buy	+500	New	+$13.1K	0.01%	134
2019 Q4	$12K	Hold	500	–	–	0.01%	184
2019 Q3	$9K	Buy	+500	New	+$10.3K	0.01%	159
2019 Q1	$15K	Hold	500	–	–	0.01%	124
2018 Q4	$13K	Buy	+500	New	+$16.9K	0.01%	131

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

1 North Wealth Services's HAL Position: Q1 2026 in Review

1 North Wealth Services held its Halliburton (HAL) position steady in Q1 2026 at 500 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #123.

1 North Wealth Services first reported a position in HAL in Q4 2018 and has held it in 9 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

1 North Wealth Services held 500 shares of Halliburton worth $19.5K as of Q1 2026.
1 North Wealth Services left its Halliburton share count unchanged in Q1 2026.
Halliburton made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #123 holding.
1 North Wealth Services first reported a position in Halliburton in Q4 2018 and has held it in 9 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.