EWA
HLN icon

EP Wealth Advisors’s Haleon HLN Stock Holding History

EP Wealth Advisors’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
2026
Q1 		$226K Sell
22,560
-11
-0% -$114 ﹤0.01% 1340
2025
Q4 		$228K Buy
+22,571
New +$215K ﹤0.01% 1308
2025
Q2 		$210K Sell
20,203
-2,934
-13% -$30.9K ﹤0.01% 1229
2025
Q1 		$238K Sell
23,137
-189
-0.8% -$1.86K ﹤0.01% 1041
2024
Q4 		$223K Sell
23,326
-3,656
-14% -$35.8K ﹤0.01% 1022
2024
Q3 		$285K Buy
26,982
+6,872
+34% +$66.5K ﹤0.01% 880
2024
Q2 		$166K Sell
20,110
-2,463
-11% -$20.6K ﹤0.01% 779
2024
Q1 		$192K Buy
22,573
+4,679
+26% +$39.1K ﹤0.01% 743
2023
Q4 		$147K Sell
17,894
-1,629
-8% -$13.4K ﹤0.01% 747
2023
Q3 		$163K Buy
19,523
+3,668
+23% +$30.5K ﹤0.01% 689
2023
Q2 		$168K Buy
15,855
+10,855
+217% +$92.6K ﹤0.01% 662
2023
Q1 		$295K Sell
5,000
-6,637
-57% -$52.9K 0.01% 492
2022
Q4 		$93.1K Sell
11,637
-1,523
-12% -$10.4K ﹤0.01% 602
2022
Q3 		$80K Buy
+13,160
New +$85.2K ﹤0.01% 325

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return