GWM
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GDS Wealth Management’s Halliburton HAL Stock Holding History

GDS 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 		$3.08M Sell
78,969
-5,748
-7% -$199K 0.19% 73
2025
Q4 		$2.39M Sell
84,717
-6,644
-7% -$175K 0.15% 79
2025
Q3 		$2.25M Sell
91,361
-4,990
-5% -$110K 0.15% 78
2025
Q2 		$1.96M Sell
96,351
-3,086
-3% -$64.7K 0.14% 82
2025
Q1 		$2.52M Sell
99,437
-8,518
-8% -$224K 0.22% 78
2024
Q4 		$2.94M Sell
107,955
-5,431
-5% -$159K 0.27% 67
2024
Q3 		$3.29M Sell
113,386
-195,761
-63% -$6.17M 0.32% 49
2024
Q2 		$10.4M Buy
309,147
+31,389
+11% +$1.16M 1.15% 43
2024
Q1 		$10.9M Buy
277,758
+30,749
+12% +$1.1M 1.28% 40
2023
Q4 		$8.93M Buy
247,009
+29,823
+14% +$1.15M 1.2% 36
2023
Q3 		$8.8M Buy
217,186
+15,924
+8% +$624K 1.38% 26
2023
Q2 		$6.64M Buy
201,262
+8,109
+4% +$256K 1.08% 35
2023
Q1 		$6.11M Sell
193,153
-33,230
-15% -$1.23M 1.08% 37
2022
Q4 		$8.91M Sell
226,383
-15,340
-6% -$543K 1.7% 19
2022
Q3 		$5.95M Buy
241,723
+8,475
+4% +$242K 1.33% 29
2022
Q2 		$7.32M Buy
233,248
+8,463
+4% +$316K 1.64% 26
2022
Q1 		$9.36M Buy
224,785
+1,260
+0.6% +$40.8K 2.06% 12
2021
Q4 		$5.11M Buy
+223,525
New +$5.29M 1.14% 24

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GDS Wealth Management's HAL Position: Q1 2026 in Review

GDS Wealth Management reduced its Halliburton (HAL) stake by 6.8% in Q1 2026, selling an estimated $199K and leaving 78,969 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #73.

GDS Wealth Management first reported a position in HAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.9M in Q1 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • GDS Wealth Management held 78,969 shares of Halliburton worth $3.08M as of Q1 2026.
  • GDS Wealth Management sold 5,748 Halliburton shares in Q1 2026, an estimated $199K.
  • Halliburton made up 0.19% of GDS Wealth Management's portfolio in Q1 2026, its #73 holding.
  • GDS Wealth Management first reported a position in Halliburton in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's Halliburton position peaked at $10.9M in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.