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Carolinas Wealth Consulting’s Haleon HLN Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-304
Closed -$3.13K – 405
2025
Q1 		$3.13K Hold
304
– – ﹤0.01% 693
2024
Q4 		$2.9K Sell
304
-58
-16% -$568 ﹤0.01% 746
2024
Q3 		$3.83K Buy
+362
New +$3.5K ﹤0.01% 701

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Carolinas Wealth Consulting's HLN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Haleon (HLN) in Q2 2025, closing a stake of 304 shares — an estimated $3.13K sold.

Carolinas Wealth Consulting first reported a position in HLN in Q3 2024 and held it in 3 quarters. The position peaked at $3.83K in Q3 2024. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 304 Haleon shares in Q2 2025, an estimated $3.13K.
  • Carolinas Wealth Consulting first reported a position in Haleon in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Haleon position peaked at $3.83K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.