BWM
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Baron Wealth Management’s Haleon HLN Stock Holding History

Baron 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
Q4 		– Sell
-13,646
Closed -$122K – 268
2025
Q3 		$122K Sell
13,646
-3,073
-18% -$29.6K 0.04% 239
2025
Q2 		$173K Sell
16,719
-4,350
-21% -$45.9K 0.06% 229
2025
Q1 		$217K Sell
21,069
-12,563
-37% -$124K 0.1% 179
2024
Q4 		$321K Buy
33,632
+1,381
+4% +$13.5K 0.15% 112
2024
Q3 		$341K Hold
32,251
– – 0.16% 104
2024
Q2 		$266K Buy
32,251
+5,498
+21% +$46K 0.14% 129
2024
Q1 		$227K Hold
26,753
– – 0.12% 159
2023
Q4 		$220K Buy
26,753
+2,948
+12% +$24.3K 0.12% 152
2023
Q3 		$198K Buy
23,805
+11,207
+89% +$93.3K 0.13% 134
2023
Q2 		$106K Buy
12,598
+318
+3% +$2.71K 0.07% 141
2023
Q1 		$100K Buy
+12,280
New +$97.9K 0.07% 134

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baron Wealth Management's HLN Position: Q4 2025 in Review

Baron Wealth Management sold out of Haleon (HLN) in Q4 2025, closing a stake of 13,646 shares — an estimated $122K sold.

Baron Wealth Management first reported a position in HLN in Q1 2023 and held it in 11 quarters. The position peaked at $341K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Baron Wealth Management reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 13,646 Haleon shares in Q4 2025, an estimated $122K.
  • Baron Wealth Management first reported a position in Haleon in Q1 2023 and held it in 11 quarters.
  • Baron Wealth Management's Haleon position peaked at $341K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.