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Atria Wealth Solutions’s Haleon HLN Stock Holding History

Atria Wealth Solutions’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 		$460K Sell
44,387
-510
-1% -$5.38K 0.01% 959
2025
Q1 		$462K Sell
44,897
-2,971
-6% -$29.2K 0.01% 1241
2024
Q4 		$457K Buy
47,868
+2,758
+6% +$27K 0.01% 1321
2024
Q3 		$477K Sell
45,110
-3,157
-7% -$30.5K 0.01% 1270
2024
Q2 		$399K Sell
48,267
-9,420
-16% -$78.7K ﹤0.01% 1345
2024
Q1 		$493K Buy
57,687
+33,636
+140% +$281K 0.01% 1274
2023
Q4 		$198K Buy
24,051
+992
+4% +$8.18K ﹤0.01% 1784
2023
Q3 		$193K Sell
23,059
-7,178
-24% -$59.8K ﹤0.01% 1711
2023
Q2 		$253K Sell
30,237
-17,075
-36% -$146K ﹤0.01% 1544
2023
Q1 		$386K Buy
47,312
+9,995
+27% +$79.7K 0.01% 1285
2022
Q4 		$299K Buy
37,317
+24,979
+202% +$170K ﹤0.01% 1362
2022
Q3 		$75.1K Buy
+12,338
New +$79.9K ﹤0.01% 1666

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

Atria Wealth Solutions's HLN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Haleon (HLN) stake by 1.1% in Q2 2025, selling an estimated $5.38K and leaving 44,387 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #959.

Atria Wealth Solutions first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. The position peaked at $493K in Q1 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Atria Wealth Solutions held 44,387 shares of Haleon worth $460K as of Q2 2025.
  • Atria Wealth Solutions sold 510 Haleon shares in Q2 2025, an estimated $5.38K.
  • Haleon made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #959 holding.
  • Atria Wealth Solutions first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's Haleon position peaked at $493K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.