Cherry Tree Wealth Management’s Halliburton HAL Stock Holding History

Cherry Tree 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	$1.95K	Buy	+50	New	+$1.73K	﹤0.01%	522

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherry Tree Wealth Management's HAL Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in Halliburton (HAL) in Q1 2026: 50 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

1,202 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Cherry Tree Wealth Management held 50 shares of Halliburton worth $1.95K as of Q1 2026.
Halliburton was a new Cherry Tree Wealth Management position in Q1 2026.
Halliburton made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #522 holding.
1,202 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.