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Financial Advocates Investment Management’s Haleon HLN Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-16,187
Closed -$154K – 750
2024
Q4 		$154K Sell
16,187
-4,500
-22% -$44K 0.01% 710
2024
Q3 		$219K Sell
20,687
-7,642
-27% -$73.9K 0.01% 694
2024
Q2 		$234K Buy
28,329
+1,981
+8% +$16.6K 0.01% 637
2024
Q1 		$224K Buy
26,348
+8,756
+50% +$73.2K 0.01% 689
2023
Q4 		$145K Buy
17,592
+2,743
+18% +$22.6K 0.01% 694
2023
Q3 		$124K Buy
14,849
+1,408
+10% +$11.7K 0.01% 670
2023
Q2 		$113K Buy
13,441
+121
+0.9% +$1.03K 0.01% 670
2023
Q1 		$108K Buy
13,320
+718
+6% +$5.72K 0.01% 710
2022
Q4 		$101K Buy
+12,602
New +$85.8K 0.01% 720

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Financial Advocates Investment Management's HLN Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 16,187 shares — an estimated $154K sold.

Financial Advocates Investment Management first reported a position in HLN in Q4 2022 and held it in 9 quarters. The position peaked at $234K in Q2 2024. 598 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,187 Haleon shares in Q1 2025, an estimated $154K.
  • Financial Advocates Investment Management first reported a position in Haleon in Q4 2022 and held it in 9 quarters.
  • Financial Advocates Investment Management's Haleon position peaked at $234K in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.