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Waldron Private Wealth’s Halliburton HAL Stock Holding History

Waldron Private Wealth’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
Q2 		– Sell
-30,012
Closed -$761K – 302
2025
Q1 		$761K Sell
30,012
-3,172
-10% -$83.4K 0.04% 154
2024
Q4 		$902K Sell
33,184
-416
-1% -$12.2K 0.04% 182
2024
Q3 		$976K Buy
33,600
+39
+0.1% +$1.23K 0.04% 164
2024
Q2 		$1.13M Sell
33,561
-456
-1% -$16.8K 0.05% 146
2024
Q1 		$1.34M Sell
34,017
-5,025
-13% -$180K 0.06% 129
2023
Q4 		$1.41M Buy
39,042
+32
+0.1% +$1.23K 0.07% 118
2023
Q3 		$1.58M Buy
39,010
+112
+0.3% +$4.39K 0.08% 109
2023
Q2 		$1.28M Sell
38,898
-1,031
-3% -$32.6K 0.06% 128
2023
Q1 		$1.26M Buy
39,929
+488
+1% +$18.1K 0.06% 141
2022
Q4 		$971K Hold
39,441
– – 0.06% 160
2022
Q3 		$971K Buy
39,441
+191
+0.5% +$5.46K 0.06% 160
2022
Q2 		$1.23M Buy
39,250
+328
+0.8% +$12.2K 0.07% 151
2022
Q1 		$1.47M Buy
38,922
+589
+2% +$19.1K 0.08% 136
2021
Q4 		$876K Buy
+38,333
New +$908K 0.04% 195
2014
Q4 		– Sell
-4,716
Closed -$304K – 129
2014
Q3 		$304K Buy
4,716
+868
+23% +$59.5K 0.14% 60
2014
Q2 		$273K Buy
+3,848
New +$247K 0.13% 82

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's HAL Position: Q2 2025 in Review

Waldron Private Wealth sold out of Halliburton (HAL) in Q2 2025, closing a stake of 30,012 shares — an estimated $761K sold.

Waldron Private Wealth first reported a position in HAL in Q2 2014 and held it in 16 quarters. The position peaked at $1.58M in Q3 2023. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Waldron Private Wealth reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 30,012 Halliburton shares in Q2 2025, an estimated $761K.
  • Waldron Private Wealth first reported a position in Halliburton in Q2 2014 and held it in 16 quarters.
  • Waldron Private Wealth's Halliburton position peaked at $1.58M in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Waldron Private Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.