FourThought Financial Partners’s Haleon HLN Stock Holding History

FourThought Financial Partners’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	-11,621	Closed	-$121K	–	512
2025 Q2	$121K	Buy	+11,621	New	+$123K	0.01%	298

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial Partners's HLN Position: Q3 2025 in Review

FourThought Financial Partners sold out of Haleon (HLN) in Q3 2025, closing a stake of 11,621 shares — an estimated $121K sold.

FourThought Financial Partners first reported a position in HLN in Q2 2025 and held it in 1 quarter. The position peaked at $121K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

FourThought Financial Partners reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
FourThought Financial Partners sold 11,621 Haleon shares in Q3 2025, an estimated $121K.
FourThought Financial Partners first reported a position in Haleon in Q2 2025 and held it in 1 quarter.
FourThought Financial Partners's Haleon position peaked at $121K in Q2 2025.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on FourThought Financial Partners's 13F filing for Q3 2025, filed 13 Nov 2025.