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Atria Wealth Solutions’s Halliburton HAL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$231K Buy
11,358
+630
+6% +$13.2K 0.01% 1296
2025
Q1 		$272K Sell
10,728
-9,642
-47% -$254K ﹤0.01% 1529
2024
Q4 		$554K Buy
20,370
+8,874
+77% +$259K 0.01% 1221
2024
Q3 		$334K Sell
11,496
-4,696
-29% -$148K ﹤0.01% 1444
2024
Q2 		$547K Buy
16,192
+733
+5% +$27.1K 0.01% 1200
2024
Q1 		$609K Buy
15,459
+692
+5% +$24.8K 0.01% 1163
2023
Q4 		$534K Buy
14,767
+98
+0.7% +$3.77K 0.01% 1173
2023
Q3 		$594K Sell
14,669
-21,102
-59% -$827K 0.01% 1051
2023
Q2 		$1.18M Buy
35,771
+10,389
+41% +$328K 0.02% 774
2023
Q1 		$803K Sell
25,382
-4,158
-14% -$154K 0.01% 895
2022
Q4 		$1.16M Buy
29,540
+7,508
+34% +$266K 0.02% 684
2022
Q3 		$542K Buy
22,032
+5,298
+32% +$152K 0.01% 976
2022
Q2 		$525K Sell
16,734
-1,172
-7% -$43.7K 0.01% 950
2022
Q1 		$678K Buy
+17,906
New +$579K 0.01% 911

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's HAL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Halliburton (HAL) stake by 5.9% in Q2 2025, buying an estimated $13.2K and bringing the position to 11,358 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #1296.

Atria Wealth Solutions first reported a position in HAL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q2 2023. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Atria Wealth Solutions held 11,358 shares of Halliburton worth $231K as of Q2 2025.
  • Atria Wealth Solutions bought 630 Halliburton shares in Q2 2025, an estimated $13.2K.
  • Halliburton made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1296 holding.
  • Atria Wealth Solutions first reported a position in Halliburton in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Halliburton position peaked at $1.18M in Q2 2023.
  • 902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.