Beacon Capital Management LLC (Tennessee)’s Haleon HLN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-627	Closed	-$6.51K	–	506
2025 Q2	$6.51K	Sell	627 -767	-55%	-$8.09K	﹤0.01%	709
2025 Q1	$14.3K	Buy	1,394 +769	+123%	+$7.57K	﹤0.01%	550
2024 Q4	$5.96K	Buy	625 +203	+48%	+$1.99K	﹤0.01%	688
2024 Q3	$4.46K	Buy	422 +161	+62%	+$1.56K	﹤0.01%	840
2024 Q2	$2.16K	Sell	261 -31	-11%	-$259	﹤0.01%	858
2024 Q1	$2.48K	Hold	292	–	–	﹤0.01%	836
2023 Q4	$2.43K	Sell	292 -255	-47%	-$2.1K	﹤0.01%	771
2023 Q3	$4.58K	Hold	547	–	–	﹤0.01%	713
2023 Q2	$4.58K	Buy	547 +189	+53%	+$1.61K	﹤0.01%	713
2023 Q1	$2.91K	Sell	358 -2	-0.6%	-$16	﹤0.01%	714
2022 Q4	$2.88K	Buy	+360	New	+$2.45K	﹤0.01%	744

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HLN Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Haleon (HLN) in Q3 2025, closing a stake of 627 shares — an estimated $6.51K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HLN in Q4 2022 and held it in 11 quarters. The position peaked at $14.3K in Q1 2025. 599 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 627 Haleon shares in Q3 2025, an estimated $6.51K.
Beacon Capital Management LLC (Tennessee) first reported a position in Haleon in Q4 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Haleon position peaked at $14.3K in Q1 2025.
599 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.