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Halbert Hargrove Global Advisors’s Celldex Therapeutics CLDX Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-78
Closed -$2.02K – 433
2025
Q3 		$2.02K Buy
+78
New +$1.81K ﹤0.01% 562

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Halbert Hargrove Global Advisors's CLDX Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Celldex Therapeutics (CLDX) in Q4 2025, closing a stake of 78 shares — an estimated $2.02K sold.

Halbert Hargrove Global Advisors first reported a position in CLDX in Q3 2025 and held it in 1 quarter. The position peaked at $2.02K in Q3 2025. 185 funds tracked by Wall St. Rank hold CLDX as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Celldex Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 78 Celldex Therapeutics shares in Q4 2025, an estimated $2.02K.
  • Halbert Hargrove Global Advisors first reported a position in Celldex Therapeutics in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Celldex Therapeutics position peaked at $2.02K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.