FORA Capital’s Haleon HLN Stock Holding History

FORA Capital’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	–	Sell	-101,898	Closed	-$1.05M	–	589
2025 Q1	$1.05M	Buy	101,898 +89,493	+721%	+$881K	0.11%	213
2024 Q4	$118K	Sell	12,405 -84,587	-87%	-$828K	0.01%	363
2024 Q3	$1.03M	Buy	+96,992	New	+$938K	0.12%	211

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

FORA Capital's HLN Position: Q2 2025 in Review

FORA Capital sold out of Haleon (HLN) in Q2 2025, closing a stake of 101,898 shares — an estimated $1.05M sold.

FORA Capital first reported a position in HLN in Q3 2024 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

FORA Capital reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 101,898 Haleon shares in Q2 2025, an estimated $1.05M.
FORA Capital first reported a position in Haleon in Q3 2024 and held it in 3 quarters.
FORA Capital's Haleon position peaked at $1.05M in Q1 2025.
627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.