Janney Montgomery Scott
HLN icon

Janney Montgomery Scott’s Haleon HLN Stock Holding History

Janney Montgomery Scott’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 		$10.6M Buy
1,063,693
+37,014
+4% +$385K 0.03% 558
2025
Q4 		$10.4M Sell
1,026,679
-13,060
-1% -$124K 0.02% 606
2025
Q3 		$9.33M Buy
1,039,739
+137,964
+15% +$1.33M 0.02% 643
2025
Q2 		$9.35M Buy
901,775
+12,381
+1% +$131K 0.02% 590
2025
Q1 		$9.15M Buy
889,394
+38,831
+5% +$382K 0.03% 568
2024
Q4 		$8.11M Buy
850,563
+99,666
+13% +$975K 0.02% 610
2024
Q3 		$7.94M Buy
750,897
+91,610
+14% +$886K 0.02% 607
2024
Q2 		$5.45M Buy
659,287
+220,454
+50% +$1.84M 0.02% 703
2024
Q1 		$3.73M Buy
438,833
+283,410
+182% +$2.37M 0.01% 869
2023
Q4 		$1.28M Sell
155,423
-45,671
-23% -$376K ﹤0.01% 1317
2023
Q3 		$1.68M Sell
201,094
-1,534
-0.8% -$12.8K 0.01% 1094
2023
Q2 		$1.7M Buy
202,628
+19,059
+10% +$163K 0.01% 1155
2023
Q1 		$1.49M Sell
183,569
-32,692
-15% -$261K 0.01% 1112
2022
Q4 		$1.73M Sell
216,261
-79,327
-27% -$540K 0.01% 1088
2022
Q3 		$1.8M Buy
+295,588
New +$1.91M 0.01% 1016

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