Aprio Wealth Management
HAL icon

Aprio Wealth Management’s Halliburton HAL Stock Holding History

Aprio Wealth Management’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
Q3 		$599K Sell
18,827
-756
-4% -$25.8K 0.03% 367
2026
Q2 		$665K Buy
19,583
+360
+2% +$14.1K 0.03% 320
2026
Q1 		$750K Buy
19,223
+4,301
+29% +$149K 0.04% 253
2025
Q4 		$443K Buy
+14,922
New +$394K 0.03% 344

Other funds holding HAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Aprio Wealth Management's HAL Position: Q3 2026 in Review

Aprio Wealth Management reduced its Halliburton (HAL) stake by 3.9% in Q3 2026, selling an estimated $25.8K and leaving 18,827 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #367.

Aprio Wealth Management first reported a position in HAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $750K in Q1 2026. 663 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Aprio Wealth Management held 18,827 shares of Halliburton worth $599K as of Q3 2026.
  • Aprio Wealth Management sold 756 Halliburton shares in Q3 2026, an estimated $25.8K.
  • Halliburton made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #367 holding.
  • Aprio Wealth Management first reported a position in Halliburton in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Halliburton position peaked at $750K in Q1 2026.
  • 663 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.