Concord Wealth Partners’s Haleon HLN Stock Holding History

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

Concord Wealth Partners's HLN Position: Q3 2025 in Review

Concord Wealth Partners sold out of Haleon (HLN) in Q3 2025, closing a stake of 50 shares — an estimated $519 sold.

Concord Wealth Partners first reported a position in HLN in Q4 2022 and held it in 7 quarters. The position peaked at $2.9K in Q2 2023. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Concord Wealth Partners reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Haleon shares in Q3 2025, an estimated $519.
  • Concord Wealth Partners first reported a position in Haleon in Q4 2022 and held it in 7 quarters.
  • Concord Wealth Partners's Haleon position peaked at $2.9K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.