HWM
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Hemington Wealth Management’s Haleon HLN Stock Holding History

Hemington 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 		$48K Buy
5,402
+62
+1% +$597 0.01% 372
2025
Q2 		$55K Hold
5,340
– – 0.01% 322
2025
Q1 		$54K Hold
5,340
– – 0.01% 305
2024
Q4 		$50K Hold
5,340
– – 0.01% 308
2024
Q3 		$51K Buy
+5,340
New +$51.6K 0.01% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hemington Wealth Management increased its Haleon (HLN) stake by 1.2% in Q3 2025, buying an estimated $597 and bringing the position to 5,402 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #372.

Hemington Wealth Management first reported a position in HLN in Q3 2024 and has held it in 5 quarters since. The position peaked at $55K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Hemington Wealth Management held 5,402 shares of Haleon worth $48K as of Q3 2025.
  • Hemington Wealth Management bought 62 Haleon shares in Q3 2025, an estimated $597.
  • Haleon made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #372 holding.
  • Hemington Wealth Management first reported a position in Haleon in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Haleon position peaked at $55K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.