NAAA
HAL icon

New Age Alpha Advisors’s Halliburton HAL Stock Holding History

New Age Alpha 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
-41,710
Closed -$1.03M – 823
2025
Q3 		$1.03M Sell
41,710
-5,278
-11% -$117K 0.04% 419
2025
Q2 		$958K Sell
46,988
-12,307
-21% -$258K 0.04% 419
2025
Q1 		$1.5M Sell
59,295
-20,485
-26% -$539K 0.07% 362
2024
Q4 		$2.17M Buy
+79,780
New +$2.33M 0.09% 306

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 $3.37T AUM 44.26% 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

New Age Alpha Advisors's HAL Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Halliburton (HAL) in Q4 2025, closing a stake of 41,710 shares — an estimated $1.03M sold.

New Age Alpha Advisors first reported a position in HAL in Q4 2024 and held it in 4 quarters. The position peaked at $2.17M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 41,710 Halliburton shares in Q4 2025, an estimated $1.03M.
  • New Age Alpha Advisors first reported a position in Halliburton in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Halliburton position peaked at $2.17M in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.