Halbert Hargrove Global Advisors’s Medalist Diversified Inc MDRR Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,000	Closed	-$61.5K	–	381
2025 Q4	$61.5K	Hold	5,000	–	–	﹤0.01%	173
2025 Q3	$67.8K	Hold	5,000	–	–	﹤0.01%	164
2025 Q2	$52.2K	Hold	5,000	–	–	﹤0.01%	146
2025 Q1	$62.7K	Hold	5,000	–	–	﹤0.01%	142
2024 Q4	$66.5K	Buy	+5,000	New	+$62.4K	﹤0.01%	133
2024 Q3	–	Sell	-5,000	Closed	-$57.6K	–	98
2024 Q2	$57.6K	Buy	+5,000	New	+$56.8K	﹤0.01%	93

Other funds holding MDRR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's MDRR Position: Q1 2026 in Review

Halbert Hargrove Global Advisors sold out of Medalist Diversified Inc (MDRR) in Q1 2026, closing a stake of 5,000 shares — an estimated $61.5K sold.

Halbert Hargrove Global Advisors first reported a position in MDRR in Q2 2024 and held it in 6 quarters. The position peaked at $67.8K in Q3 2025. 8 funds tracked by Wall St. Rank hold MDRR as of Q1 2026.

Halbert Hargrove Global Advisors reported no remaining Medalist Diversified Inc position as of Q1 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5,000 Medalist Diversified Inc shares in Q1 2026, an estimated $61.5K.
Halbert Hargrove Global Advisors first reported a position in Medalist Diversified Inc in Q2 2024 and held it in 6 quarters.
Halbert Hargrove Global Advisors's Medalist Diversified Inc position peaked at $67.8K in Q3 2025.
8 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.