DOA
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D'Orazio & Associates’s Haleon HLN Stock Holding History

D'Orazio & Associates’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
-13,518
Closed -$140K – 293
2025
Q2 		$140K Buy
13,518
+3,224
+31% +$34K 0.02% 268
2025
Q1 		$106K Sell
10,294
-1,677
-14% -$16.5K 0.02% 247
2024
Q4 		$114K Buy
+11,971
New +$117K 0.02% 233

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

D'Orazio & Associates's HLN Position: Q3 2025 in Review

D'Orazio & Associates sold out of Haleon (HLN) in Q3 2025, closing a stake of 13,518 shares — an estimated $140K sold.

D'Orazio & Associates first reported a position in HLN in Q4 2024 and held it in 3 quarters. The position peaked at $140K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • D'Orazio & Associates reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 13,518 Haleon shares in Q3 2025, an estimated $140K.
  • D'Orazio & Associates first reported a position in Haleon in Q4 2024 and held it in 3 quarters.
  • D'Orazio & Associates's Haleon position peaked at $140K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on D'Orazio & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.