Gitterman Wealth Management’s Haleon HLN Stock Holding History

Gitterman 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	–	Sell	-3,796	Closed	-$39.4K	–	217
2025 Q2	$39.4K	Buy	+3,796	New	+$40K	0.01%	291

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

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

Gitterman Wealth Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 3,796 shares — an estimated $39.4K sold.

Gitterman Wealth Management first reported a position in HLN in Q2 2025 and held it in 1 quarter. The position peaked at $39.4K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Gitterman Wealth Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 3,796 Haleon shares in Q3 2025, an estimated $39.4K.
Gitterman Wealth Management first reported a position in Haleon in Q2 2025 and held it in 1 quarter.
Gitterman Wealth Management's Haleon position peaked at $39.4K in Q2 2025.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.