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Congress Wealth Management’s Haleon HLN Stock Holding History

Congress 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
Q2 		$260K Buy
25,075
+2,601
+12% +$27.4K ﹤0.01% 1103
2025
Q1 		$230K Buy
+22,474
New +$221K ﹤0.01% 1006

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Congress Wealth Management's HLN Position: Q2 2025 in Review

Congress Wealth Management increased its Haleon (HLN) stake by 12% in Q2 2025, buying an estimated $27.4K and bringing the position to 25,075 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Congress Wealth Management first reported a position in HLN in Q1 2025 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Congress Wealth Management held 25,075 shares of Haleon worth $260K as of Q2 2025.
  • Congress Wealth Management bought 2,601 Haleon shares in Q2 2025, an estimated $27.4K.
  • Haleon made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1103 holding.
  • Congress Wealth Management first reported a position in Haleon in Q1 2025 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.