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Avior Wealth Management’s Haleon HLN Stock Holding History

Avior 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
Q1 		– Sell
-416
Closed -$3.97K – 1439
2024
Q4 		$3.97K Buy
416
+116
+39% +$1.14K ﹤0.01% 1939
2024
Q3 		$3.17K Buy
300
+250
+500% +$2.42K ﹤0.01% 1895
2024
Q2 		$413 Sell
50
-10,550
-100% -$88.2K ﹤0.01% 2138
2024
Q1 		$90K Buy
+10,600
New +$88.6K ﹤0.01% 1008
2023
Q4 		– Sell
-14
Closed -$116 – 1599
2023
Q3 		$116 Buy
+14
New +$117 ﹤0.01% 1553

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Avior Wealth Management's HLN Position: Q1 2025 in Review

Avior Wealth Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 416 shares — an estimated $3.97K sold.

Avior Wealth Management first reported a position in HLN in Q3 2023 and held it in 5 quarters. The position peaked at $90K in Q1 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Avior Wealth Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 416 Haleon shares in Q1 2025, an estimated $3.97K.
  • Avior Wealth Management first reported a position in Haleon in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's Haleon position peaked at $90K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.