Briaud Financial Planning’s Haleon HLN Stock Holding History

Briaud Financial Planning’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	-508	Closed	-$5K	–	158
2025 Q2	$5K	Hold	508	–	–	﹤0.01%	277
2025 Q1	$5K	Hold	508	–	–	﹤0.01%	159
2024 Q4	$4K	Hold	508	–	–	﹤0.01%	165
2024 Q3	$5K	Hold	508	–	–	﹤0.01%	117
2024 Q2	$4K	Hold	508	–	–	﹤0.01%	118
2024 Q1	$5K	Buy	+508	New	+$4.25K	﹤0.01%	106
2023 Q4	–	Sell	-508	Closed	-$4K	–	82
2023 Q3	$4K	Buy	+508	New	+$4.23K	﹤0.01%	121

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

Briaud Financial Planning's HLN Position: Q3 2025 in Review

Briaud Financial Planning sold out of Haleon (HLN) in Q3 2025, closing a stake of 508 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in HLN in Q3 2023 and held it in 7 quarters. The position peaked at $5K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Briaud Financial Planning reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 508 Haleon shares in Q3 2025, an estimated $5K.
Briaud Financial Planning first reported a position in Haleon in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Haleon position peaked at $5K in Q2 2025.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.