Wealthspire Advisors (New York)’s Halliburton HAL Stock Holding History

Wealthspire Advisors (New York)’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	-7,840	Closed	-$222K	–	1001
2025 Q4	$222K	Buy	7,840 +5,651	+258%	+$149K	﹤0.01%	928
2025 Q3	$53.9K	Buy	+2,189	New	+$48.4K	﹤0.01%	1222
2021 Q2	–	Sell	-16,539	Closed	-$355K	–	495
2021 Q1	$355K	Buy	16,539 +1,515	+10%	+$31.7K	0.01%	501
2020 Q4	$284K	Buy	15,024 +4,091	+37%	+$63.5K	0.01%	450
2020 Q3	$132K	Buy	+10,933	New	+$158K	0.01%	312
2019 Q1	–	Sell	-888	Closed	-$24K	–	357
2018 Q4	$24K	Buy	+888	New	+$30K	﹤0.01%	304

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s HAL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Halliburton (HAL) in Q1 2026, closing a stake of 7,840 shares — an estimated $222K sold.

Wealthspire Advisors (New York) first reported a position in HAL in Q4 2018 and held it in 6 quarters. The position peaked at $355K in Q1 2021. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,840 Halliburton shares in Q1 2026, an estimated $222K.
Wealthspire Advisors (New York) first reported a position in Halliburton in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Halliburton position peaked at $355K in Q1 2021.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.