Ground Swell Capital’s Haleon HLN Stock Holding History

Ground Swell Capital’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	-15,813	Closed	-$151K	–	194
2024 Q4	$151K	Buy	+15,813	New	+$155K	0.23%	90

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ground Swell Capital's HLN Position: Q1 2025 in Review

Ground Swell Capital sold out of Haleon (HLN) in Q1 2025, closing a stake of 15,813 shares — an estimated $151K sold.

Ground Swell Capital first reported a position in HLN in Q4 2024 and held it in 1 quarter. The position peaked at $151K in Q4 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

Ground Swell Capital reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 15,813 Haleon shares in Q1 2025, an estimated $151K.
Ground Swell Capital first reported a position in Haleon in Q4 2024 and held it in 1 quarter.
Ground Swell Capital's Haleon position peaked at $151K in Q4 2024.
597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.