AWM
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Arista Wealth Management’s Halliburton HAL Stock Holding History

Arista 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
Q1 		– Sell
-14,000
Closed -$396K – 270
2025
Q4 		$396K Buy
14,000
+4,000
+40% +$106K 0.05% 160
2025
Q3 		$246K Buy
+10,000
New +$221K 0.03% 224

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arista Wealth Management's HAL Position: Q1 2026 in Review

Arista Wealth Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 14,000 shares — an estimated $396K sold.

Arista Wealth Management first reported a position in HAL in Q3 2025 and held it in 2 quarters. The position peaked at $396K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Arista Wealth Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Arista Wealth Management sold 14,000 Halliburton shares in Q1 2026, an estimated $396K.
  • Arista Wealth Management first reported a position in Halliburton in Q3 2025 and held it in 2 quarters.
  • Arista Wealth Management's Halliburton position peaked at $396K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.