HWA
HAL icon

Heartwood Wealth Advisors’s Halliburton HAL Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-37
Closed -$910 – 372
2025
Q3 		$910 Buy
+37
New +$819 ﹤0.01% 556

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Heartwood Wealth Advisors's HAL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Halliburton (HAL) in Q4 2025, closing a stake of 37 shares — an estimated $910 sold.

Heartwood Wealth Advisors first reported a position in HAL in Q3 2025 and held it in 1 quarter. The position peaked at $910 in Q3 2025. 1,013 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 37 Halliburton shares in Q4 2025, an estimated $910.
  • Heartwood Wealth Advisors first reported a position in Halliburton in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Halliburton position peaked at $910 in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.