HHGA
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Halbert Hargrove Global Advisors’s Universal Corp UVV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$1.29K – 727
2025
Q3 		$1.29K Buy
+23
New +$1.27K ﹤0.01% 639

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Halbert Hargrove Global Advisors sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 23 shares — an estimated $1.29K sold.

Halbert Hargrove Global Advisors first reported a position in UVV in Q3 2025 and held it in 1 quarter. The position peaked at $1.29K in Q3 2025. 227 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 23 Universal Corp shares in Q4 2025, an estimated $1.29K.
  • Halbert Hargrove Global Advisors first reported a position in Universal Corp in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Universal Corp position peaked at $1.29K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

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