PPWM
HAL icon

Paragon Private Wealth Management’s Halliburton HAL Stock Holding History

Paragon Private Wealth Management’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 		$202K Sell
5,955
-1,493
-20% -$58.3K 0.05% 225
2026
Q1 		$290K Buy
+7,448
New +$258K 0.09% 187

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

Paragon Private Wealth Management's HAL Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Halliburton (HAL) stake by 20% in Q2 2026, selling an estimated $58.3K and leaving 5,955 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #225.

Paragon Private Wealth Management first reported a position in HAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Paragon Private Wealth Management held 5,955 shares of Halliburton worth $202K as of Q2 2026.
  • Paragon Private Wealth Management sold 1,493 Halliburton shares in Q2 2026, an estimated $58.3K.
  • Halliburton made up 0.05% of Paragon Private Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Paragon Private Wealth Management first reported a position in Halliburton in Q1 2026 and has held it in 2 quarters since.
  • Paragon Private Wealth Management's Halliburton position peaked at $290K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.