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Blue Barn Wealth’s Haleon HLN Stock Holding History

Blue Barn Wealth’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
-10,390
Closed -$99.1K – 155
2024
Q4 		$99.1K Sell
10,390
-5,152
-33% -$50.4K 0.05% 145
2024
Q3 		$164K Sell
15,542
-11,074
-42% -$107K 0.08% 151
2024
Q2 		$220K Buy
26,616
+242
+0.9% +$2.02K 0.12% 119
2024
Q1 		$224K Buy
26,374
+5,516
+26% +$46.1K 0.12% 117
2023
Q4 		$172K Buy
20,858
+1,425
+7% +$11.7K 0.1% 124
2023
Q3 		$162K Sell
19,433
-380
-2% -$3.16K 0.11% 111
2023
Q2 		$166K Sell
19,813
-39
-0.2% -$333 0.11% 116
2023
Q1 		$162K Sell
19,852
-340
-2% -$2.71K 0.1% 120
2022
Q4 		$162K Buy
20,192
+4,651
+30% +$31.6K 0.11% 117
2022
Q3 		$95K Buy
+15,541
New +$101K 0.07% 116

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

Blue Barn Wealth's HLN Position: Q1 2025 in Review

Blue Barn Wealth sold out of Haleon (HLN) in Q1 2025, closing a stake of 10,390 shares — an estimated $99.1K sold.

Blue Barn Wealth first reported a position in HLN in Q3 2022 and held it in 10 quarters. The position peaked at $224K in Q1 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Blue Barn Wealth reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 10,390 Haleon shares in Q1 2025, an estimated $99.1K.
  • Blue Barn Wealth first reported a position in Haleon in Q3 2022 and held it in 10 quarters.
  • Blue Barn Wealth's Haleon position peaked at $224K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Blue Barn Wealth's 13F filing for Q1 2025, filed 9 May 2025.