LPL Financial
HLN icon

LPL Financial’s Haleon HLN Stock Holding History

LPL Financial’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 		$17.5M Buy
1,750,087
+110,057
+7% +$1.15M ﹤0.01% 1562
2025
Q4 		$16.6M Buy
1,640,030
+93,384
+6% +$888K ﹤0.01% 1533
2025
Q3 		$13.9M Buy
1,546,646
+147,169
+11% +$1.42M ﹤0.01% 1605
2025
Q2 		$14.5M Buy
1,399,477
+143,028
+11% +$1.51M ﹤0.01% 1460
2025
Q1 		$12.9M Buy
1,256,449
+95,990
+8% +$945K 0.01% 1429
2024
Q4 		$11.1M Buy
1,160,459
+205,505
+22% +$2.01M ﹤0.01% 1463
2024
Q3 		$10.1M Buy
954,954
+25,257
+3% +$244K ﹤0.01% 1456
2024
Q2 		$7.68M Sell
929,697
-983,549
-51% -$8.22M ﹤0.01% 1534
2024
Q1 		$16.2M Buy
1,913,246
+304,984
+19% +$2.55M 0.01% 1039
2023
Q4 		$13.2M Buy
1,608,262
+34,411
+2% +$284K 0.01% 1083
2023
Q3 		$13.1M Buy
1,573,851
+46,137
+3% +$384K 0.01% 1008
2023
Q2 		$12.8M Buy
1,527,714
+30,633
+2% +$261K 0.01% 1000
2023
Q1 		$12.2M Buy
1,497,081
+1,017,208
+212% +$8.11M 0.01% 984
2022
Q4 		$3.84M Sell
479,873
-15,792
-3% -$107K ﹤0.01% 1624
2022
Q3 		$3.02M Buy
+495,665
New +$3.21M ﹤0.01% 1707

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