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Coppell Advisory Solutions’s Haleon HLN Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-795
Closed -$7.56K – 991
2024
Q4 		$7.56K Buy
795
+650
+448% +$6.36K ﹤0.01% 1210
2024
Q3 		$1.55K Buy
145
+111
+326% +$1.07K ﹤0.01% 1493
2024
Q2 		$281 Buy
+34
New +$284 ﹤0.01% 1632
2023
Q4 		$527 Buy
+64
New +$527 ﹤0.01% 1510
2023
Q3 		– Sell
-34
Closed -$279 – 1339
2023
Q2 		$279 Buy
+34
New +$290 ﹤0.01% 1289

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Coppell Advisory Solutions's HLN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Haleon (HLN) in Q1 2025, closing a stake of 795 shares — an estimated $7.56K sold.

Coppell Advisory Solutions first reported a position in HLN in Q2 2023 and held it in 5 quarters. The position peaked at $7.56K in Q4 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 795 Haleon shares in Q1 2025, an estimated $7.56K.
  • Coppell Advisory Solutions first reported a position in Haleon in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Haleon position peaked at $7.56K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.