Lido Advisors
HLN icon

Lido Advisors’s Haleon HLN Stock Holding History

Lido Advisors’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 		$600K Buy
59,908
+11,009
+23% +$115K ﹤0.01% 1201
2025
Q4 		$441K Buy
48,899
+1
+0% +$10 ﹤0.01% 1352
2025
Q3 		$439K Sell
48,898
-15,336
-24% -$148K ﹤0.01% 1291
2025
Q2 		$666K Buy
64,234
+14,348
+29% +$151K ﹤0.01% 1001
2025
Q1 		$513K Sell
49,886
-1,005
-2% -$9.89K ﹤0.01% 1018
2024
Q4 		$485K Buy
50,891
+10,017
+25% +$98K ﹤0.01% 1016
2024
Q3 		$432K Buy
40,874
+9,909
+32% +$95.8K ﹤0.01% 1003
2024
Q2 		$256K Buy
30,965
+19,017
+159% +$159K ﹤0.01% 1194
2024
Q1 		$102K Buy
+11,948
New +$99.9K ﹤0.01% 1318
2022
Q4 		– Sell
-11,546
Closed -$70K – 1059
2022
Q3 		$70K Buy
+11,546
New +$74.7K ﹤0.01% 916

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