FWM
HLN icon

FSA Wealth Management’s Haleon HLN Stock Holding History

FSA Wealth 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 		$1.15K Hold
128
– – ﹤0.01% 526
2025
Q2 		$1.33K Hold
128
– – ﹤0.01% 495
2025
Q1 		$1.32K Hold
128
– – ﹤0.01% 461
2024
Q4 		$1.22K Hold
128
– – ﹤0.01% 515
2024
Q3 		$1.35K Buy
+128
New +$1.24K ﹤0.01% 509
2024
Q1 		$1.94K Hold
228
– – ﹤0.01% 544
2023
Q4 		$2K Buy
+228
New +$1.88K ﹤0.01% 528

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

FSA Wealth Management's HLN Position: Q3 2025 in Review

FSA Wealth Management held its Haleon (HLN) position steady in Q3 2025 at 128 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

FSA Wealth Management first reported a position in HLN in Q4 2023 and has held it in 7 quarters since. The position peaked at $2K in Q4 2023. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • FSA Wealth Management held 128 shares of Haleon worth $1.15K as of Q3 2025.
  • FSA Wealth Management left its Haleon share count unchanged in Q3 2025.
  • Haleon made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #526 holding.
  • FSA Wealth Management first reported a position in Haleon in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Haleon position peaked at $2K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.