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Global Financial Private Client’s Haleon HLN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-1,274
Closed -$13.1K – 811
2025
Q1 		$13.1K Sell
1,274
-1
-0.1% -$10 0.01% 520
2024
Q4 		$12.2K Hold
1,275
– – ﹤0.01% 515
2024
Q3 		$13.5K Hold
1,275
– – 0.01% 491
2024
Q2 		$10.5K Hold
1,275
– – ﹤0.01% 440
2024
Q1 		$10.6K Hold
1,275
– – ﹤0.01% 454
2023
Q4 		$10.5K Hold
1,275
– – ﹤0.01% 454
2023
Q3 		$10.5K Hold
1,275
– – 0.01% 433
2023
Q2 		$10.4K Hold
1,275
– – 0.01% 431
2023
Q1 		$10.4K Hold
1,275
– – 0.01% 446
2022
Q4 		$10.2K Hold
1,275
– – 0.01% 423
2022
Q3 		$7.83K Buy
+1,275
New +$8.25K ﹤0.01% 430

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Global Financial Private Client's HLN Position: Q2 2025 in Review

Global Financial Private Client sold out of Haleon (HLN) in Q2 2025, closing a stake of 1,274 shares — an estimated $13.1K sold.

Global Financial Private Client first reported a position in HLN in Q3 2022 and held it in 11 quarters. The position peaked at $13.5K in Q3 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Global Financial Private Client reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,274 Haleon shares in Q2 2025, an estimated $13.1K.
  • Global Financial Private Client first reported a position in Haleon in Q3 2022 and held it in 11 quarters.
  • Global Financial Private Client's Haleon position peaked at $13.5K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.