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Halbert Hargrove Global Advisors’s New Jersey Resources NJR Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.4K Hold
900
– – ﹤0.01% 210
2026
Q1 		$49.4K Hold
900
– – ﹤0.01% 193
2025
Q4 		$41.5K Hold
900
– – ﹤0.01% 207
2025
Q3 		$43.3K Hold
900
– – ﹤0.01% 194
2025
Q2 		$40.3K Hold
900
– – ﹤0.01% 156
2025
Q1 		$44.2K Hold
900
– – ﹤0.01% 155
2024
Q4 		$42K Buy
+900
New +$42.7K ﹤0.01% 159

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's NJR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 900 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Halbert Hargrove Global Advisors first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Halbert Hargrove Global Advisors held 900 shares of New Jersey Resources worth $50.4K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #210 holding.
  • Halbert Hargrove Global Advisors first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.