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Legacy Capital Wealth Partners’s Haleon HLN Stock Holding History

Legacy Capital Wealth 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
2026
Q1 		$349K Sell
34,883
-456
-1% -$4.74K 0.07% 273
2025
Q4 		$357K Sell
35,339
-845
-2% -$8.03K 0.08% 269
2025
Q3 		$325K Buy
36,184
+4,932
+16% +$47.5K 0.07% 299
2025
Q2 		$324K Buy
31,252
+638
+2% +$6.73K 0.07% 290
2025
Q1 		$315K Sell
30,614
-1,448
-5% -$14.3K 0.08% 268
2024
Q4 		$306K Buy
32,062
+4,884
+18% +$47.8K 0.08% 268
2024
Q3 		$288K Sell
27,178
-4,077
-13% -$39.4K 0.06% 279
2024
Q2 		$258K Buy
+31,255
New +$261K 0.07% 263
2023
Q4 		– Sell
-23,288
Closed -$194K – 295
2023
Q3 		$194K Buy
+23,288
New +$194K 0.05% 272
2023
Q2 		– Sell
-19,546
Closed -$159K – 126
2023
Q1 		$159K Buy
+19,546
New +$156K 0.04% 241

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return