Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Haleon HLN Stock Holding History

Kovitz Investment Group Partners’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$123K Sell
11,906
-1,961
-14% -$20.3K ﹤0.01% 1309
2025
Q1 		$143K Buy
13,867
+1,631
+13% +$16.8K ﹤0.01% 1186
2024
Q4 		$117K Sell
12,236
-683
-5% -$6.52K ﹤0.01% 1189
2024
Q3 		$87K Buy
+12,919
New +$87K ﹤0.01% 986