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GFS Advisors’s Haleon HLN Stock Holding History

GFS Advisors’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
Q1 		– Sell
-10,025
Closed -$96K – 137
2024
Q4 		$96K Buy
+10,025
New +$98.1K 0.01% 151
2024
Q3 		– Sell
-321,565
Closed -$83K – 142
2024
Q2 		$83K Buy
321,565
+311,540
+3,108% +$2.6M 0.01% 161
2024
Q1 		$85K Hold
10,025
– – 0.01% 145
2023
Q4 		$83K Hold
10,025
– – 0.01% 151
2023
Q3 		$84K Hold
10,025
– – 0.01% 150
2023
Q2 		$84K Hold
10,025
– – 0.02% 134
2023
Q1 		$82K Hold
10,025
– – 0.02% 134
2022
Q4 		$80K Hold
10,025
– – 0.02% 131
2022
Q3 		$61K Buy
+10,025
New +$64.9K 0.01% 136

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GFS Advisors's HLN Position: Q1 2025 in Review

GFS Advisors sold out of Haleon (HLN) in Q1 2025, closing a stake of 10,025 shares — an estimated $96K sold.

GFS Advisors first reported a position in HLN in Q3 2022 and held it in 9 quarters. The position peaked at $96K in Q4 2024. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • GFS Advisors reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • GFS Advisors sold 10,025 Haleon shares in Q1 2025, an estimated $96K.
  • GFS Advisors first reported a position in Haleon in Q3 2022 and held it in 9 quarters.
  • GFS Advisors's Haleon position peaked at $96K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on GFS Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.