AAS
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Avantax Advisory Services’s Haleon HLN Stock Holding History

Avantax Advisory Services’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 		$614K Sell
59,243
-3,329
-5% -$35.1K ﹤0.01% 1470
2025
Q1 		$644K Sell
62,572
-14,358
-19% -$141K ﹤0.01% 1351
2024
Q4 		$734K Sell
76,930
-15,947
-17% -$156K ﹤0.01% 1212
2024
Q3 		$983K Sell
92,877
-31,782
-25% -$307K 0.01% 1038
2024
Q2 		$1.03M Buy
124,659
+101,184
+431% +$846K 0.01% 959
2024
Q1 		$199K Sell
23,475
-4,756
-17% -$39.8K ﹤0.01% 1545
2023
Q4 		$232K Sell
28,231
-6,399
-18% -$52.7K ﹤0.01% 1386
2023
Q3 		$288K Sell
34,630
-2,928
-8% -$24.4K ﹤0.01% 1220
2023
Q2 		$315K Buy
37,558
+3,333
+10% +$28.4K ﹤0.01% 1162
2023
Q1 		$279K Sell
34,225
-1,427
-4% -$11.4K ﹤0.01% 1186
2022
Q4 		$285K Sell
35,652
-19,318
-35% -$131K ﹤0.01% 1133
2022
Q3 		$335K Buy
+54,970
New +$356K 0.01% 950

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

Avantax Advisory Services's HLN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Haleon (HLN) stake by 5.3% in Q2 2025, selling an estimated $35.1K and leaving 59,243 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Avantax Advisory Services first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2024. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Avantax Advisory Services held 59,243 shares of Haleon worth $614K as of Q2 2025.
  • Avantax Advisory Services sold 3,329 Haleon shares in Q2 2025, an estimated $35.1K.
  • Haleon made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1470 holding.
  • Avantax Advisory Services first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • Avantax Advisory Services's Haleon position peaked at $1.03M in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.