AWE
HAL icon

Avidian Wealth Enterprises’s Halliburton HAL Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$665K Buy
19,580
+846
+5% +$33.1K 0.02% 414
2026
Q1 		$730K Buy
18,734
+410
+2% +$14.2K 0.02% 354
2025
Q4 		$518K Buy
18,324
+114
+0.6% +$3.01K 0.02% 368
2025
Q3 		$448K Buy
18,210
+1,175
+7% +$26K 0.02% 395
2025
Q2 		$347K Buy
17,035
+753
+5% +$15.8K 0.01% 411
2025
Q1 		$413K Sell
16,282
-71
-0.4% -$1.87K 0.02% 351
2024
Q4 		$445K Sell
16,353
-6,243
-28% -$183K 0.02% 318
2024
Q3 		$656K Sell
22,596
-119
-0.5% -$3.75K 0.03% 251
2024
Q2 		$767K Sell
22,715
-1,021
-4% -$37.7K 0.03% 219
2024
Q1 		$936K Buy
23,736
+3,324
+16% +$119K 0.05% 176
2023
Q4 		$738K Buy
20,412
+2,452
+14% +$94.3K 0.05% 198
2023
Q3 		$727K Buy
17,960
+1
+0% +$39 0.05% 200
2023
Q2 		$592K Sell
17,959
-2,180
-11% -$68.9K 0.04% 241
2023
Q1 		$637K Sell
20,139
-2,871
-12% -$106K 0.04% 257
2022
Q4 		$905K Buy
23,010
+841
+4% +$29.8K 0.06% 188
2022
Q3 		$546K Buy
22,169
+91
+0.4% +$2.6K 0.04% 224
2022
Q2 		$692K Buy
22,078
+914
+4% +$34.1K 0.05% 217
2022
Q1 		$801K Buy
21,164
+4,515
+27% +$146K 0.05% 227
2021
Q4 		$381K Buy
16,649
+348
+2% +$8.24K 0.02% 356
2021
Q3 		$352K Sell
16,301
-7,499
-32% -$154K 0.03% 272
2021
Q2 		$550K Sell
23,800
-4,000
-14% -$88.9K 0.04% 203
2021
Q1 		$597K Sell
27,800
-105
-0.4% -$2.2K 0.05% 184
2020
Q4 		$527K Sell
27,905
-1,000
-3% -$15.5K 0.05% 176
2020
Q3 		$348K Sell
28,905
-615
-2% -$8.91K 0.04% 197
2020
Q2 		$383K Buy
29,520
+1,674
+6% +$18K 0.05% 161
2020
Q1 		$191K Buy
27,846
+196
+0.7% +$3.41K 0.03% 195
2019
Q4 		$677K Buy
27,650
+10,110
+58% +$213K 0.1% 91
2019
Q3 		$331K Buy
17,540
+4,616
+36% +$95.5K 0.05% 139
2019
Q2 		$294K Sell
12,924
-2,288
-15% -$59.4K 0.07% 107
2019
Q1 		$446K Hold
15,212
– – 0.1% 74
2018
Q4 		$405K Buy
15,212
+262
+2% +$8.84K 0.14% 49
2018
Q3 		$606K Sell
14,950
-378
-2% -$15.6K 0.19% 49
2018
Q2 		$690K Buy
15,328
+35
+0.2% +$1.74K 0.22% 41
2018
Q1 		$718K Buy
15,293
+204
+1% +$10.1K 0.24% 36
2017
Q4 		$738 Buy
15,089
+38
+0.3% +$1.68K 0.2% 38
2017
Q3 		$693K Sell
15,051
-769
-5% -$32.2K 0.26% 31
2017
Q2 		$676K Hold
15,820
– – 0.28% 26
2017
Q1 		$779K Sell
15,820
-391
-2% -$21K 0.3% 28
2016
Q4 		$877K Sell
16,211
-503
-3% -$25.1K 0.38% 23
2016
Q3 		$750K Buy
16,714
+1,089
+7% +$47.5K 0.3% 28
2016
Q2 		$708 Sell
15,625
-1,627
-9% -$66.9K 0.26% 25
2016
Q1 		$616K Buy
17,252
+317
+2% +$10.3K 0.33% 21
2015
Q4 		$576K Buy
16,935
+341
+2% +$12.9K 0.28% 18
2015
Q3 		$587K Buy
16,594
+220
+1% +$8.65K 0.37% 14
2015
Q2 		$705K Buy
16,374
+1,399
+9% +$64.5K 0.29% 17
2015
Q1 		$657K Buy
14,975
+345
+2% +$14.4K 0.28% 21
2014
Q4 		$575K Buy
14,630
+210
+1% +$10.2K 0.24% 20
2014
Q3 		$930K Buy
14,420
+223
+2% +$15.3K 0.36% 25
2014
Q2 		$1.01M Buy
+14,197
New +$910K 0.37% 25

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Avidian Wealth Enterprises's HAL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Halliburton (HAL) stake by 4.5% in Q2 2026, buying an estimated $33.1K and bringing the position to 19,580 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #414.

Avidian Wealth Enterprises first reported a position in HAL in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.01M in Q2 2014. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Avidian Wealth Enterprises held 19,580 shares of Halliburton worth $665K as of Q2 2026.
  • Avidian Wealth Enterprises bought 846 Halliburton shares in Q2 2026, an estimated $33.1K.
  • Halliburton made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #414 holding.
  • Avidian Wealth Enterprises first reported a position in Halliburton in Q2 2014 and has held it in 49 quarters since.
  • Avidian Wealth Enterprises's Halliburton position peaked at $1.01M in Q2 2014.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.