Journey Strategic Wealth’s Haleon HLN Stock Holding History

Journey Strategic 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	-16,231	Closed	-$168K	–	738
2025 Q2	$168K	Buy	+16,231	New	+$171K	0.01%	632

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Journey Strategic Wealth's HLN Position: Q3 2025 in Review

Journey Strategic Wealth sold out of Haleon (HLN) in Q3 2025, closing a stake of 16,231 shares — an estimated $168K sold.

Journey Strategic Wealth first reported a position in HLN in Q2 2025 and held it in 1 quarter. The position peaked at $168K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Journey Strategic Wealth reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
Journey Strategic Wealth sold 16,231 Haleon shares in Q3 2025, an estimated $168K.
Journey Strategic Wealth first reported a position in Haleon in Q2 2025 and held it in 1 quarter.
Journey Strategic Wealth's Haleon position peaked at $168K in Q2 2025.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.