CWM
HLN icon

CarsonAllaria Wealth Management’s Haleon HLN Stock Holding History

CarsonAllaria Wealth Management’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
-3,612
Closed -$37.5K – 187
2025
Q2 		$37.5K Buy
+3,612
New +$38.1K 0.02% 152
2023
Q4 		– Sell
-160
Closed -$1.33K – 367
2023
Q3 		$1.33K Hold
160
– – ﹤0.01% 324
2023
Q2 		$1.34K Sell
160
-3,935
-96% -$33.6K ﹤0.01% 339
2023
Q1 		$33.3K Buy
4,095
+1,541
+60% +$12.3K 0.03% 132
2022
Q4 		$20K Sell
2,554
-3,548
-58% -$24.1K 0.02% 152
2022
Q3 		$37K Buy
+6,102
New +$39.5K 0.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's HLN Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 3,612 shares — an estimated $37.5K sold.

CarsonAllaria Wealth Management first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $37.5K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3,612 Haleon shares in Q3 2025, an estimated $37.5K.
  • CarsonAllaria Wealth Management first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Haleon position peaked at $37.5K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.