FFA
HLN icon

Farther Finance Advisors’s Haleon HLN Stock Holding History

Farther Finance 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 		$292K Buy
29,305
+6,383
+28% +$66.4K ﹤0.01% 1750
2025
Q4 		$232K Buy
22,922
+9,848
+75% +$93.6K ﹤0.01% 1816
2025
Q3 		$117K Buy
13,074
+3,993
+44% +$38.5K ﹤0.01% 1938
2025
Q2 		$94.2K Sell
9,081
-3,780
-29% -$39.9K ﹤0.01% 1788
2025
Q1 		$131K Buy
12,861
+1,041
+9% +$10.2K ﹤0.01% 1413
2024
Q4 		$113K Buy
11,820
+884
+8% +$8.65K ﹤0.01% 1257
2024
Q3 		$116K Buy
10,936
+2,715
+33% +$26.3K ﹤0.01% 1237
2024
Q2 		$68.4K Buy
8,221
+1,916
+30% +$16K ﹤0.01% 1278
2024
Q1 		$52.6K Buy
6,305
+232
+4% +$1.94K ﹤0.01% 1170
2023
Q4 		$50K Buy
6,073
+3,073
+102% +$25.3K ﹤0.01% 1037
2023
Q3 		$25K Buy
3,000
+14
+0.5% +$117 ﹤0.01% 1021
2023
Q2 		$25K Buy
2,986
+1,321
+79% +$11.3K 0.01% 922
2023
Q1 		$13.6K Buy
1,665
+617
+59% +$4.92K ﹤0.01% 1015
2022
Q4 		$8.38K Buy
+1,048
New +$7.13K ﹤0.01% 1001

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 $74.9B 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