SageView Advisory Group’s Halliburton HAL Stock Holding History

SageView Advisory 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	-1,215	Closed	-$34.3K	–	1349
2025 Q4	$34.3K	Buy	+1,215	New	+$32.1K	﹤0.01%	1231

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's HAL Position: Q1 2026 in Review

SageView Advisory Group sold out of Halliburton (HAL) in Q1 2026, closing a stake of 1,215 shares — an estimated $34.3K sold.

SageView Advisory Group first reported a position in HAL in Q4 2025 and held it in 1 quarter. The position peaked at $34.3K in Q4 2025. 1,203 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

SageView Advisory Group reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,215 Halliburton shares in Q1 2026, an estimated $34.3K.
SageView Advisory Group first reported a position in Halliburton in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Halliburton position peaked at $34.3K in Q4 2025.
1,203 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.