KWM
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Kingsview Wealth Management’s Haleon HLN Stock Holding History

Kingsview Wealth 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
Q1 		– Sell
-11,753
Closed -$112K – 1134
2024
Q4 		$112K Sell
11,753
-1
-0% -$10 ﹤0.01% 1077
2024
Q3 		$124K Buy
+11,754
New +$114K ﹤0.01% 1062
2024
Q1 		– Sell
-10,696
Closed -$88K – 1033
2023
Q4 		$88K Sell
10,696
-7,272
-40% -$59.9K ﹤0.01% 931
2023
Q3 		$150K Sell
17,968
-2,191
-11% -$18.2K 0.01% 901
2023
Q2 		$169K Buy
20,159
+3,209
+19% +$27.4K 0.01% 865
2023
Q1 		$138K Sell
16,950
-743
-4% -$5.92K 0.01% 846
2022
Q4 		$142K Sell
17,693
-2,080
-11% -$14.2K 0.01% 810
2022
Q3 		$120K Buy
+19,773
New +$128K 0.01% 790

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $47.8B AUM 13.38% 1-Year Est. Return

Kingsview Wealth Management's HLN Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 11,753 shares — an estimated $112K sold.

Kingsview Wealth Management first reported a position in HLN in Q3 2022 and held it in 8 quarters. The position peaked at $169K in Q2 2023. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,753 Haleon shares in Q1 2025, an estimated $112K.
  • Kingsview Wealth Management first reported a position in Haleon in Q3 2022 and held it in 8 quarters.
  • Kingsview Wealth Management's Haleon position peaked at $169K in Q2 2023.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.