FWL Investment Management’s Haleon HLN Stock Holding History

FWL 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	-138	Closed	-$1.43K	–	358
2025 Q2	$1.43K	Buy	+138	New	+$1.46K	﹤0.01%	306

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FWL Investment Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 138 shares — an estimated $1.43K sold.

FWL Investment Management first reported a position in HLN in Q2 2025 and held it in 1 quarter. The position peaked at $1.43K in Q2 2025. 601 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

FWL Investment Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
FWL Investment Management sold 138 Haleon shares in Q3 2025, an estimated $1.43K.
FWL Investment Management first reported a position in Haleon in Q2 2025 and held it in 1 quarter.
FWL Investment Management's Haleon position peaked at $1.43K in Q2 2025.
601 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

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