Kestra Investment Management
HLN icon

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
Q2 		– Sell
-599
Closed -$6.16K – 839
2025
Q1 		$6.16K Buy
+599
New +$5.9K ﹤0.01% 661

Other funds holding HLN

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Kestra Investment Management's HLN Position: Q2 2025 in Review

Kestra Investment Management sold out of Haleon (HLN) in Q2 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 1 quarter. The position peaked at $6.16K in Q1 2025. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Kestra Investment Management reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 599 Haleon shares in Q2 2025, an estimated $6.16K.
  • Kestra Investment Management first reported a position in Haleon in Q1 2025 and held it in 1 quarter.
  • Kestra Investment Management's Haleon position peaked at $6.16K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.