FHA
HLN icon

First Horizon Advisors’s Haleon HLN Stock Holding History

First Horizon 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
2025
Q2 		$182K Buy
17,549
+1,302
+8% +$13.7K ﹤0.01% 547
2025
Q1 		$167K Sell
16,247
-216
-1% -$2.13K ﹤0.01% 550
2024
Q4 		$157K Buy
16,463
+382
+2% +$3.74K ﹤0.01% 571
2024
Q3 		$170K Buy
16,081
+977
+6% +$9.45K ﹤0.01% 570
2024
Q2 		$125K Buy
15,104
+1,568
+12% +$13.1K ﹤0.01% 619
2024
Q1 		$115K Sell
13,536
-233
-2% -$1.95K ﹤0.01% 654
2023
Q4 		$113K Sell
13,769
-709
-5% -$5.84K ﹤0.01% 629
2023
Q3 		$121K Buy
14,478
+5,038
+53% +$42K ﹤0.01% 574
2023
Q2 		$79.1K Buy
9,440
+5,775
+158% +$49.3K ﹤0.01% 722
2023
Q1 		$29.8K Buy
3,665
+658
+22% +$5.25K ﹤0.01% 1123
2022
Q4 		$24.1K Buy
3,007
+1,999
+198% +$13.6K ﹤0.01% 1195
2022
Q3 		$5K Buy
+1,008
New +$6.52K ﹤0.01% 1770

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

First Horizon Advisors's HLN Position: Q2 2025 in Review

First Horizon Advisors increased its Haleon (HLN) stake by 8% in Q2 2025, buying an estimated $13.7K and bringing the position to 17,549 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

First Horizon Advisors first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • First Horizon Advisors held 17,549 shares of Haleon worth $182K as of Q2 2025.
  • First Horizon Advisors bought 1,302 Haleon shares in Q2 2025, an estimated $13.7K.
  • Haleon made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #547 holding.
  • First Horizon Advisors first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.