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National Wealth Management Group’s Halliburton HAL Stock Holding History

National Wealth Management 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
2025
Q4 		– Sell
-28,569
Closed -$703K – 266
2025
Q3 		$703K Buy
+28,569
New +$632K 0.26% 87

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

National Wealth Management Group's HAL Position: Q4 2025 in Review

National Wealth Management Group sold out of Halliburton (HAL) in Q4 2025, closing a stake of 28,569 shares — an estimated $703K sold.

National Wealth Management Group first reported a position in HAL in Q3 2025 and held it in 1 quarter. The position peaked at $703K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • National Wealth Management Group reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 28,569 Halliburton shares in Q4 2025, an estimated $703K.
  • National Wealth Management Group first reported a position in Halliburton in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Halliburton position peaked at $703K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.