FIM
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Freedom Investment Management’s Haleon HLN Stock Holding History

Freedom 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
Q3 		– Sell
-60,138
Closed -$624K – 375
2025
Q2 		$624K Sell
60,138
-8,037
-12% -$84.8K 0.05% 374
2025
Q1 		$702K Sell
68,175
-2,177
-3% -$21.4K 0.06% 332
2024
Q4 		$671K Sell
70,352
-2,717
-4% -$26.6K 0.06% 331
2024
Q3 		$773K Sell
73,069
-19,367
-21% -$187K 0.06% 315
2024
Q2 		$764K Sell
92,436
-2,997
-3% -$25K 0.06% 308
2024
Q1 		$810K Sell
95,433
-5,771
-6% -$48.2K 0.06% 307
2023
Q4 		$833K Buy
+101,204
New +$834K 0.07% 300

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's HLN Position: Q3 2025 in Review

Freedom Investment Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 60,138 shares — an estimated $624K sold.

Freedom Investment Management first reported a position in HLN in Q4 2023 and held it in 7 quarters. The position peaked at $833K in Q4 2023. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Freedom Investment Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 60,138 Haleon shares in Q3 2025, an estimated $624K.
  • Freedom Investment Management first reported a position in Haleon in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's Haleon position peaked at $833K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.