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Kestra Investment Management’s Haleon HLN Stock Holding History

Kestra Investment Management’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
-599
Closed -$6.16K – 681
2025
Q2 		$6.16K Hold
599
– – ﹤0.01% 771
2025
Q1 		$6.16K Buy
+599
New +$5.9K ﹤0.01% 661

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Investment Management's HLN Position: Q3 2025 in Review

Kestra Investment Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 599 shares — an estimated $6.16K sold.

Kestra Investment Management first reported a position in HLN in Q1 2025 and held it in 2 quarters. The position peaked at $6.16K in Q2 2025. 599 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Kestra Investment Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 599 Haleon shares in Q3 2025, an estimated $6.16K.
  • Kestra Investment Management first reported a position in Haleon in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Haleon position peaked at $6.16K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.