LC
HLN icon

Lindbrook Capital’s Haleon HLN Stock Holding History

Lindbrook Capital’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
Q1 		$96.2K Sell
9,350
-5
-0.1% -$49 0.01% 694
2024
Q4 		$89.2K Buy
9,355
+1,724
+23% +$16.9K 0.01% 589
2024
Q3 		$80.7K Buy
7,631
+939
+14% +$9.08K 0.01% 630
2024
Q2 		$55.3K Buy
6,692
+75
+1% +$627 0.01% 750
2024
Q1 		$56.2K Sell
6,617
-763
-10% -$6.38K 0.01% 740
2023
Q4 		$60.7K Buy
7,380
+22
+0.3% +$181 0.01% 691
2023
Q3 		$61.3K Buy
7,358
+41
+0.6% +$341 0.01% 610
2023
Q2 		$61.3K Buy
7,317
+340
+5% +$2.9K 0.01% 636
2023
Q1 		$56.8K Buy
6,977
+306
+5% +$2.44K 0.01% 651
2022
Q4 		$53.4K Buy
6,671
+2,882
+76% +$19.6K 0.01% 668
2022
Q3 		$23K Buy
+3,789
New +$24.5K ﹤0.01% 926

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lindbrook Capital's HLN Position: Q1 2025 in Review

Lindbrook Capital reduced its Haleon (HLN) stake by 0.05% in Q1 2025, selling an estimated $49 and leaving 9,350 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #694.

Lindbrook Capital first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. 598 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Lindbrook Capital held 9,350 shares of Haleon worth $96.2K as of Q1 2025.
  • Lindbrook Capital sold 5 Haleon shares in Q1 2025, an estimated $49.
  • Haleon made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #694 holding.
  • Lindbrook Capital first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.