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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
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 $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

Guardian Wealth Advisors (North Carolina)'s HAL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Halliburton (HAL) stake by 0.53% in Q1 2026, selling an estimated $1.42K and leaving 7,754 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #283.

Guardian Wealth Advisors (North Carolina) first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 7,754 shares of Halliburton worth $302K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 41 Halliburton shares in Q1 2026, an estimated $1.42K.
  • Halliburton made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #283 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.