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Guardian Wealth Advisors (North Carolina)’s Halliburton HAL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$263K Sell
7,745
-9
-0.1% -$352 0.01% 334
2026
Q1 		$302K Sell
7,754
-41
-0.5% -$1.42K 0.02% 283
2025
Q4 		$220K Buy
+7,795
New +$206K 0.01% 347

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s HAL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Halliburton (HAL) stake by 0.12% in Q2 2026, selling an estimated $352 and leaving 7,745 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #334.

Guardian Wealth Advisors (North Carolina) first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 7,745 shares of Halliburton worth $263K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 9 Halliburton shares in Q2 2026, an estimated $352.
  • Halliburton made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #334 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Halliburton position peaked at $302K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.