HBW
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Hazlett, Burt & Watson’s Haleon HLN Stock Holding History

Hazlett, Burt & Watson’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
-264
Closed -$3K – 817
2025
Q1 		$3K Sell
264
-650
-71% -$6.4K ﹤0.01% 692
2024
Q4 		$9K Hold
914
– – ﹤0.01% 558
2024
Q3 		$10K Buy
914
+1
+0.1% +$10 ﹤0.01% 531
2024
Q2 		$7K Sell
913
-821
-47% -$6.86K ﹤0.01% 554
2024
Q1 		$15K Hold
1,734
– – 0.01% 471
2023
Q4 		$14K Sell
1,734
-526
-23% -$4.33K 0.01% 461
2023
Q3 		$18K Buy
2,260
+258
+13% +$2.15K 0.01% 428
2023
Q2 		$16K Buy
2,002
+527
+36% +$4.5K 0.01% 432
2023
Q1 		$12K Hold
1,475
– – 0.01% 433
2022
Q4 		$12K Hold
1,475
– – 0.01% 442
2022
Q3 		$9K Buy
+1,475
New +$9.55K 0.01% 463

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

Hazlett, Burt & Watson's HLN Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Haleon (HLN) in Q2 2025, closing a stake of 264 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in HLN in Q3 2022 and held it in 11 quarters. The position peaked at $18K in Q3 2023. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 264 Haleon shares in Q2 2025, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in Haleon in Q3 2022 and held it in 11 quarters.
  • Hazlett, Burt & Watson's Haleon position peaked at $18K in Q3 2023.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.