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Measured Wealth Private Client Group’s Halliburton HAL Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-355
Closed -$10K – 747
2025
Q4 		$10K Hold
355
– – ﹤0.01% 562
2025
Q3 		$8.73K Buy
+355
New +$7.85K ﹤0.01% 573
2018
Q4 		– Sell
-2,233
Closed -$90K – 353
2018
Q3 		$90K Buy
+2,233
New +$92.4K 0.05% 251

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's HAL Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Halliburton (HAL) in Q1 2026, closing a stake of 355 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in HAL in Q3 2018 and held it in 3 quarters. The position peaked at $90K in Q3 2018. 1,203 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 355 Halliburton shares in Q1 2026, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in Halliburton in Q3 2018 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Halliburton position peaked at $90K in Q3 2018.
  • 1,203 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.