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Callan Capital’s Haleon HLN Stock Holding History

Callan Capital’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 		$474K Buy
46,047
+9,781
+27% +$96.3K 0.04% 218
2024
Q4 		$346K Buy
36,266
+8,359
+30% +$81.8K 0.03% 235
2024
Q3 		$295K Buy
27,907
+11,309
+68% +$109K 0.02% 263
2024
Q2 		$137K Buy
16,598
+4,319
+35% +$36.1K 0.01% 304
2024
Q1 		$104K Buy
+12,279
New +$103K 0.01% 288

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $47.7B AUM 13.92% 1-Year Est. Return

Callan Capital's HLN Position: Q1 2025 in Review

Callan Capital increased its Haleon (HLN) stake by 27% in Q1 2025, buying an estimated $96.3K and bringing the position to 46,047 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #218.

Callan Capital first reported a position in HLN in Q1 2024 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Callan Capital held 46,047 shares of Haleon worth $474K as of Q1 2025.
  • Callan Capital bought 9,781 Haleon shares in Q1 2025, an estimated $96.3K.
  • Haleon made up 0.04% of Callan Capital's portfolio in Q1 2025, its #218 holding.
  • Callan Capital first reported a position in Haleon in Q1 2024 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.