HighTower Advisors
HLN icon

HighTower Advisors’s Haleon HLN Stock Holding History

HighTower 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
2026
Q1 		$1.92M Buy
192,177
+51,540
+37% +$536K ﹤0.01% 1735
2025
Q4 		$1.42M Sell
140,637
-84,770
-38% -$806K ﹤0.01% 1881
2025
Q3 		$2.02M Sell
225,407
-80,376
-26% -$774K ﹤0.01% 1631
2025
Q2 		$3.17M Sell
305,783
-35,399
-10% -$373K ﹤0.01% 1315
2025
Q1 		$3.51M Sell
341,182
-21,503
-6% -$212K ﹤0.01% 1218
2024
Q4 		$3.46M Buy
362,685
+11,890
+3% +$116K ﹤0.01% 1214
2024
Q3 		$3.7M Buy
350,795
+74,970
+27% +$725K 0.01% 1172
2024
Q2 		$2.28M Sell
275,825
-30,212
-10% -$253K ﹤0.01% 1373
2024
Q1 		$2.6M Buy
306,037
+16,937
+6% +$142K ﹤0.01% 1304
2023
Q4 		$2.37M Buy
289,100
+68,227
+31% +$562K ﹤0.01% 1347
2023
Q3 		$1.83M Sell
220,873
-24,147
-10% -$201K ﹤0.01% 1428
2023
Q2 		$2.05M Buy
245,020
+396
+0.2% +$3.38K ﹤0.01% 1343
2023
Q1 		$1.99M Sell
244,624
-6,729
-3% -$53.6K ﹤0.01% 1285
2022
Q4 		$2.02M Buy
251,353
+3,233
+1% +$22K ﹤0.01% 1281
2022
Q3 		$1.5M Buy
+248,120
New +$1.61M ﹤0.01% 1404

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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return