Congress Wealth Management’s Halliburton HAL Stock Holding History

Congress 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
2025 Q2	$403K	Buy	19,797 +3,043	+18%	+$63.8K	﹤0.01%	990
2025 Q1	$427K	Buy	+16,754	New	+$441K	0.01%	857
2024 Q3	–	Sell	-6,405	Closed	-$216K	–	852
2024 Q2	$216K	Buy	6,405 +350	+6%	+$12.9K	﹤0.01%	689
2024 Q1	$239K	Sell	6,055 -1,093	-15%	-$39.2K	﹤0.01%	546
2023 Q4	$258K	Buy	7,148 +135	+2%	+$5.19K	﹤0.01%	553
2023 Q3	$284K	Sell	7,013 -8	-0.1%	-$313	0.01%	531
2023 Q2	$232K	Sell	7,021 -2	-0%	-$63	0.01%	517
2023 Q1	$222K	Buy	7,023 +10	+0.1%	+$370	0.01%	523
2022 Q4	$276K	Buy	+7,013	New	+$248K	0.01%	496
2022 Q3	–	Sell	-7,013	Closed	-$220K	–	557
2022 Q2	$220K	Sell	7,013 -25,004	-78%	-$932K	0.01%	520
2022 Q1	$1.21M	Sell	32,017 -34,996	-52%	-$1.13M	0.03%	331
2021 Q4	$1.53M	Buy	+67,013	New	+$1.59M	0.03%	327

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Congress Wealth Management's HAL Position: Q2 2025 in Review

Congress Wealth Management increased its Halliburton (HAL) stake by 18% in Q2 2025, buying an estimated $63.8K and bringing the position to 19,797 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Congress Wealth Management first reported a position in HAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2021. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Congress Wealth Management held 19,797 shares of Halliburton worth $403K as of Q2 2025.
Congress Wealth Management bought 3,043 Halliburton shares in Q2 2025, an estimated $63.8K.
Halliburton made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #990 holding.
Congress Wealth Management first reported a position in Halliburton in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Halliburton position peaked at $1.53M in Q4 2021.
902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.