WFA of San Diego’s Halliburton HAL Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-450	Closed	-$9.17K	–	426
2025 Q2	$9.17K	Buy	+450	New	+$9.44K	0.01%	328

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

WFA of San Diego's HAL Position: Q3 2025 in Review

WFA of San Diego sold out of Halliburton (HAL) in Q3 2025, closing a stake of 450 shares — an estimated $9.17K sold.

WFA of San Diego first reported a position in HAL in Q2 2025 and held it in 1 quarter. The position peaked at $9.17K in Q2 2025. 916 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

WFA of San Diego reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
WFA of San Diego sold 450 Halliburton shares in Q3 2025, an estimated $9.17K.
WFA of San Diego first reported a position in Halliburton in Q2 2025 and held it in 1 quarter.
WFA of San Diego's Halliburton position peaked at $9.17K in Q2 2025.
916 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.