CWP
HLN icon

Concord Wealth Partners’s Haleon HLN Stock Holding History

Concord Wealth Partners’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
-50
Closed -$519 – 856
2025
Q2 		$519 Hold
50
– – ﹤0.01% 787
2025
Q1 		$515 Buy
+50
New +$492 ﹤0.01% 759
2024
Q4 		– Sell
-194
Closed -$2.05K – 956
2024
Q3 		$2.05K Buy
+194
New +$1.88K ﹤0.01% 742
2023
Q4 		– Sell
-346
Closed -$2.88K – 906
2023
Q3 		$2.88K Hold
346
– – ﹤0.01% 810
2023
Q2 		$2.9K Hold
346
– – ﹤0.01% 809
2023
Q1 		$2.82K Hold
346
– – ﹤0.01% 765
2022
Q4 		$2.77K Buy
+346
New +$2.35K ﹤0.01% 882

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