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Heritage Wealth Management (California)’s Halliburton HAL Stock Holding History

Heritage Wealth Management (California)’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 		– Sell
-5,174
Closed -$202K – 101
2026
Q1 		$202K Buy
+5,174
New +$179K 0.11% 92

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Heritage Wealth Management (California)'s HAL Position: Q2 2026 in Review

Heritage Wealth Management (California) sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,174 shares — an estimated $202K sold.

Heritage Wealth Management (California) first reported a position in HAL in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Heritage Wealth Management (California) reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 5,174 Halliburton shares in Q2 2026, an estimated $202K.
  • Heritage Wealth Management (California) first reported a position in Halliburton in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Management (California)'s Halliburton position peaked at $202K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.