Kovitz Investment Group Partners
HLN icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,103
Closed -$127K – 826
2025
Q3 		$127K Buy
14,103
+2,197
+18% +$21.2K ﹤0.01% 1361
2025
Q2 		$123K Sell
11,906
-1,961
-14% -$20.7K ﹤0.01% 1316
2025
Q1 		$143K Buy
13,867
+1,631
+13% +$16.1K ﹤0.01% 1196
2024
Q4 		$117K Sell
12,236
-683
-5% -$6.68K ﹤0.01% 1198
2024
Q3 		$87K Buy
+12,919
New +$125K ﹤0.01% 989

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's HLN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Haleon (HLN) in Q4 2025, closing a stake of 14,103 shares — an estimated $127K sold.

Kovitz Investment Group Partners first reported a position in HLN in Q3 2024 and held it in 5 quarters. The position peaked at $143K in Q1 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,103 Haleon shares in Q4 2025, an estimated $127K.
  • Kovitz Investment Group Partners first reported a position in Haleon in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Haleon position peaked at $143K in Q1 2025.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.