IWA
HAL icon

Icon Wealth Advisors’s Halliburton HAL Stock Holding History

Icon 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
Q3 		– Sell
-19,673
Closed -$401K – 534
2025
Q2 		$401K Sell
19,673
-743
-4% -$15.6K 0.03% 275
2025
Q1 		$518K Buy
+20,416
New +$537K 0.04% 217

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Icon Wealth Advisors's HAL Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Halliburton (HAL) in Q3 2025, closing a stake of 19,673 shares — an estimated $401K sold.

Icon Wealth Advisors first reported a position in HAL in Q1 2025 and held it in 2 quarters. The position peaked at $518K in Q1 2025. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 19,673 Halliburton shares in Q3 2025, an estimated $401K.
  • Icon Wealth Advisors first reported a position in Halliburton in Q1 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Halliburton position peaked at $518K in Q1 2025.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.