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Creekmur Asset Management’s Haleon HLN Stock Holding History

Creekmur Asset 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 		$1.1K Hold
123
– – ﹤0.01% 654
2025
Q2 		$1.28K Hold
123
– – ﹤0.01% 658
2025
Q1 		$1.27K Sell
123
-5
-4% -$49 ﹤0.01% 618
2024
Q4 		$1.22K Hold
128
– – ﹤0.01% 648
2024
Q3 		$1.35K Hold
128
– – ﹤0.01% 693
2024
Q2 		$1.06K Buy
128
+5
+4% +$42 ﹤0.01% 779
2024
Q1 		$1.04K Hold
123
– – ﹤0.01% 713
2023
Q4 		$1.01K Buy
+123
New +$1.01K ﹤0.01% 728

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

Creekmur Asset Management's HLN Position: Q3 2025 in Review

Creekmur Asset Management held its Haleon (HLN) position steady in Q3 2025 at 123 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Creekmur Asset Management first reported a position in HLN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.35K in Q3 2024. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Creekmur Asset Management held 123 shares of Haleon worth $1.1K as of Q3 2025.
  • Creekmur Asset Management left its Haleon share count unchanged in Q3 2025.
  • Haleon made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #654 holding.
  • Creekmur Asset Management first reported a position in Haleon in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Haleon position peaked at $1.35K in Q3 2024.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.