AllSquare Wealth Management’s Haleon HLN Stock Holding History

AllSquare Wealth Management’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	$897	Hold	100	–	–	﹤0.01%	489
2025 Q2	$1.04K	Hold	100	–	–	﹤0.01%	485
2025 Q1	$1.03K	Hold	100	–	–	﹤0.01%	485
2024 Q4	$954	Hold	100	–	–	﹤0.01%	482
2024 Q3	$1.06K	Hold	100	–	–	﹤0.01%	487
2024 Q2	$826	Sell	100 -100	-50%	-$836	﹤0.01%	488
2024 Q1	$1.7K	Hold	200	–	–	﹤0.01%	472
2023 Q4	$1.65K	Hold	200	–	–	﹤0.01%	471
2023 Q3	$1.67K	Hold	200	–	–	﹤0.01%	475
2023 Q2	$1.61K	Hold	200	–	–	﹤0.01%	488
2023 Q1	$1.63K	Sell	200 -3,000	-94%	-$23.9K	﹤0.01%	482
2022 Q4	$25.6K	Hold	3,200	–	–	0.02%	270
2022 Q3	$19K	Buy	+3,200	New	+$20.7K	0.01%	283

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

AllSquare Wealth Management's HLN Position: Q3 2025 in Review

AllSquare Wealth Management held its Haleon (HLN) position steady in Q3 2025 at 100 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #489.

AllSquare Wealth Management first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $25.6K in Q4 2022. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

AllSquare Wealth Management held 100 shares of Haleon worth $897 as of Q3 2025.
AllSquare Wealth Management left its Haleon share count unchanged in Q3 2025.
Haleon made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #489 holding.
AllSquare Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
AllSquare Wealth Management's Haleon position peaked at $25.6K in Q4 2022.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.