Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.3K Buy
1,050
+450
+75% +$19.9K ﹤0.01% 204
2026
Q2 		$25.8K Buy
+600
New +$23.8K ﹤0.01% 251

Other funds holding BME

Smith Asset Management
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Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Halbert Hargrove Global Advisors's BME Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its BlackRock Health Sciences Trust (BME) stake by 75% in Q3 2026, buying an estimated $19.9K and bringing the position to 1,050 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Halbert Hargrove Global Advisors first reported a position in BME in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BME as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,050 shares of BlackRock Health Sciences Trust worth $46.3K as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 450 BlackRock Health Sciences Trust shares in Q3 2026, an estimated $19.9K.
  • BlackRock Health Sciences Trust made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #204 holding.
  • Halbert Hargrove Global Advisors first reported a position in BlackRock Health Sciences Trust in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.