Golden State Wealth Management’s Halliburton HAL Stock Holding History

Golden State 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 Q2	$85K	Hold	2,505	–	–	0.01%	610
2026 Q1	$97.7K	Hold	2,505	–	–	0.01%	526
2025 Q4	$70.8K	Sell	2,505 -3,540	-59%	-$93.5K	0.01%	603
2025 Q3	$149K	Hold	6,045	–	–	0.02%	428
2025 Q2	$123K	Hold	6,045	–	–	0.02%	442
2025 Q1	$153K	Sell	6,045 -23	-0.4%	-$605	0.02%	375
2024 Q4	$165K	Buy	+6,068	New	+$177K	0.02%	353
2022 Q1	$276K	Buy	+7,285	New	+$236K	0.05%	248
2020 Q4	–	Sell	-3,653	Closed	-$44K	–	313
2020 Q3	$44K	Buy	+3,653	New	+$52.9K	0.01%	338
2020 Q2	–	Sell	-8,253	Closed	-$57K	–	489
2020 Q1	$57K	Buy	+8,253	New	+$144K	0.03%	339
2019 Q4	–	Sell	-1,353	Closed	-$26K	–	419
2019 Q3	$26K	Buy	1,353 +666	+97%	+$13.8K	0.01%	567
2019 Q2	$15K	Sell	687 -610	-47%	-$15.8K	﹤0.01%	666
2019 Q1	$38K	Buy	+1,297	New	+$39.2K	0.01%	508

Other funds holding HAL

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Golden State Wealth Management's HAL Position: Q2 2026 in Review

Golden State Wealth Management held its Halliburton (HAL) position steady in Q2 2026 at 2,505 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #610.

Golden State Wealth Management first reported a position in HAL in Q1 2019 and has held it in 13 quarters since. The position peaked at $276K in Q1 2022. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Golden State Wealth Management held 2,505 shares of Halliburton worth $85K as of Q2 2026.
Golden State Wealth Management left its Halliburton share count unchanged in Q2 2026.
Halliburton made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #610 holding.
Golden State Wealth Management first reported a position in Halliburton in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Halliburton position peaked at $276K in Q1 2022.
298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.