Laird Norton Wetherby Wealth Management’s Haleon HLN Stock Holding History

Laird Norton Wetherby 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 Q3	$524K	Sell	58,439 -13,682	-19%	-$132K	0.02%	574
2025 Q2	$748K	Buy	+72,121	New	+$761K	0.03%	443
2024 Q4	$464K	Sell	48,663 -4,259	-8%	-$41.7K	0.02%	553
2024 Q3	$560K	Buy	52,922 +1,073	+2%	+$10.4K	0.03%	521
2024 Q2	$428K	Sell	51,849 -565	-1%	-$4.72K	0.02%	591
2024 Q1	$445K	Buy	52,414 +2,312	+5%	+$19.3K	0.02%	596
2023 Q4	$412K	Sell	50,102 -2,888	-5%	-$23.8K	0.02%	613
2023 Q3	$441K	Buy	52,990 +3,359	+7%	+$28K	0.03%	561
2023 Q2	$416K	Sell	49,631 -152	-0.3%	-$1.3K	0.02%	607
2023 Q1	$405K	Buy	49,783 +6,752	+16%	+$53.8K	0.02%	604
2022 Q4	$344K	Buy	43,031 +25,365	+144%	+$173K	0.02%	641
2022 Q3	$107K	Buy	+17,666	New	+$114K	0.01%	847

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HLN Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Haleon (HLN) stake by 19% in Q3 2025, selling an estimated $132K and leaving 58,439 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #574.

Laird Norton Wetherby Wealth Management first reported a position in HLN in Q3 2022 and has held it in 12 quarters since. The position peaked at $748K in Q2 2025. 600 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

Laird Norton Wetherby Wealth Management held 58,439 shares of Haleon worth $524K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 13,682 Haleon shares in Q3 2025, an estimated $132K.
Haleon made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #574 holding.
Laird Norton Wetherby Wealth Management first reported a position in Haleon in Q3 2022 and has held it in 12 quarters since.
Laird Norton Wetherby Wealth Management's Haleon position peaked at $748K in Q2 2025.
600 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.