Fedenia Advisers’s Haleon HLN Stock Holding History

Fedenia Advisers’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	-38,017	Closed	-$394K	–	172
2025 Q2	$394K	Sell	38,017 -1,515	-4%	-$16K	0.19%	99
2025 Q1	$407K	Sell	39,532 -1,680	-4%	-$16.5K	0.26%	71
2024 Q4	$393K	Buy	+41,212	New	+$403K	0.23%	90

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fedenia Advisers's HLN Position: Q3 2025 in Review

Fedenia Advisers sold out of Haleon (HLN) in Q3 2025, closing a stake of 38,017 shares — an estimated $394K sold.

Fedenia Advisers first reported a position in HLN in Q4 2024 and held it in 3 quarters. The position peaked at $407K in Q1 2025. 601 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Fedenia Advisers reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Fedenia Advisers sold 38,017 Haleon shares in Q3 2025, an estimated $394K.
Fedenia Advisers first reported a position in Haleon in Q4 2024 and held it in 3 quarters.
Fedenia Advisers's Haleon position peaked at $407K in Q1 2025.
601 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Fedenia Advisers's 13F filing for Q3 2025, filed 4 Nov 2025.