HHGA
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Halbert Hargrove Global Advisors’s Haleon HLN Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-808
Closed -$7.25K – 537
2025
Q3 		$7.25K Buy
+808
New +$7.78K ﹤0.01% 370
2025
Q2 		– Sell
-80
Closed -$823 – 460
2025
Q1 		$823 Buy
+80
New +$787 ﹤0.01% 463

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Halbert Hargrove Global Advisors's HLN Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Haleon (HLN) in Q4 2025, closing a stake of 808 shares — an estimated $7.25K sold.

Halbert Hargrove Global Advisors first reported a position in HLN in Q1 2025 and held it in 2 quarters. The position peaked at $7.25K in Q3 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 808 Haleon shares in Q4 2025, an estimated $7.25K.
  • Halbert Hargrove Global Advisors first reported a position in Haleon in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Haleon position peaked at $7.25K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.