Atlantic Private Wealth’s Halliburton HAL Stock Holding History

Atlantic Private Wealth’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	$585	Hold	15	–	–	﹤0.01%	265
2025 Q4	$424	Buy	+15	New	+$396	﹤0.01%	336

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

Atlantic Private Wealth's HAL Position: Q1 2026 in Review

Atlantic Private Wealth held its Halliburton (HAL) position steady in Q1 2026 at 15 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Atlantic Private Wealth first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Atlantic Private Wealth held 15 shares of Halliburton worth $585 as of Q1 2026.
Atlantic Private Wealth left its Halliburton share count unchanged in Q1 2026.
Halliburton made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #265 holding.
Atlantic Private Wealth first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.