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Anderson Financial Strategies’s Haleon HLN Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-882
Closed -$9.08K – 107
2025
Q1 		$9.08K Buy
+882
New +$8.68K 0.01% 164

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Anderson Financial Strategies's HLN Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Haleon (HLN) in Q2 2025, closing a stake of 882 shares — an estimated $9.08K sold.

Anderson Financial Strategies first reported a position in HLN in Q1 2025 and held it in 1 quarter. The position peaked at $9.08K in Q1 2025. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 882 Haleon shares in Q2 2025, an estimated $9.08K.
  • Anderson Financial Strategies first reported a position in Haleon in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Haleon position peaked at $9.08K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.