High Note Wealth’s Haleon HLN Stock Holding History

High Note Wealth’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	–	Sell	-13	Closed	-$135	–	928
2025 Q2	$135	Hold	13	–	–	﹤0.01%	854
2025 Q1	$134	Hold	13	–	–	﹤0.01%	845
2024 Q4	$124	Buy	+13	New	+$127	﹤0.01%	865

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

High Note Wealth's HLN Position: Q3 2025 in Review

High Note Wealth sold out of Haleon (HLN) in Q3 2025, closing a stake of 13 shares — an estimated $135 sold.

High Note Wealth first reported a position in HLN in Q4 2024 and held it in 3 quarters. The position peaked at $135 in Q2 2025. 600 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

High Note Wealth reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 13 Haleon shares in Q3 2025, an estimated $135.
High Note Wealth first reported a position in Haleon in Q4 2024 and held it in 3 quarters.
High Note Wealth's Haleon position peaked at $135 in Q2 2025.
600 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.