Advisor OS’s Haleon HLN Stock Holding History

Advisor OS’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,633	Closed	-$110K	–	494
2025 Q2	$110K	Sell	10,633 -1,286	-11%	-$13.6K	0.01%	447
2025 Q1	$123K	Buy	+11,919	New	+$117K	0.01%	421
2024 Q4	–	Sell	-10,065	Closed	-$106K	–	428
2024 Q3	$106K	Buy	10,065 +4	+0%	+$39	0.01%	405
2024 Q2	$83.1K	Buy	+10,061	New	+$84.1K	0.01%	385

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor OS's HLN Position: Q3 2025 in Review

Advisor OS sold out of Haleon (HLN) in Q3 2025, closing a stake of 10,633 shares — an estimated $110K sold.

Advisor OS first reported a position in HLN in Q2 2024 and held it in 4 quarters. The position peaked at $123K in Q1 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Advisor OS reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Advisor OS sold 10,633 Haleon shares in Q3 2025, an estimated $110K.
Advisor OS first reported a position in Haleon in Q2 2024 and held it in 4 quarters.
Advisor OS's Haleon position peaked at $123K in Q1 2025.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.