IWA
HLN icon

Icon Wealth Advisors’s Haleon HLN Stock Holding History

Icon Wealth 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
Q1 		– Sell
-14,791
Closed -$141K – 503
2024
Q4 		$141K Sell
14,791
-7,924
-35% -$77.5K 0.01% 440
2024
Q3 		$240K Sell
22,715
-11,781
-34% -$114K 0.02% 324
2024
Q2 		$316K Sell
34,496
-1,508
-4% -$12.6K 0.03% 274
2024
Q1 		$306K Buy
36,004
+12,841
+55% +$107K 0.03% 278
2023
Q4 		$191K Buy
+23,163
New +$191K 0.02% 329
2022
Q4 		$177K Buy
+22,113
New +$150K 0.02% 312

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Icon Wealth Advisors's HLN Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Haleon (HLN) in Q1 2025, closing a stake of 14,791 shares — an estimated $141K sold.

Icon Wealth Advisors first reported a position in HLN in Q4 2022 and held it in 6 quarters. The position peaked at $316K in Q2 2024. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 14,791 Haleon shares in Q1 2025, an estimated $141K.
  • Icon Wealth Advisors first reported a position in Haleon in Q4 2022 and held it in 6 quarters.
  • Icon Wealth Advisors's Haleon position peaked at $316K in Q2 2024.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.