MW
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Marcum Wealth’s Haleon HLN Stock Holding History

Marcum Wealth’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 		$246K Sell
23,906
-808
-3% -$7.95K 0.02% 323
2024
Q4 		$236K Buy
24,714
+4,074
+20% +$39.9K 0.02% 331
2024
Q3 		$218K Buy
20,640
+370
+2% +$3.58K 0.02% 348
2024
Q2 		$167K Buy
20,270
+2,346
+13% +$19.6K 0.02% 342
2024
Q1 		$152K Buy
+17,924
New +$150K 0.02% 353

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 27.49% 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

Marcum Wealth's HLN Position: Q1 2025 in Review

Marcum Wealth reduced its Haleon (HLN) stake by 3.3% in Q1 2025, selling an estimated $7.95K and leaving 23,906 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #323.

Marcum Wealth first reported a position in HLN in Q1 2024 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Marcum Wealth held 23,906 shares of Haleon worth $246K as of Q1 2025.
  • Marcum Wealth sold 808 Haleon shares in Q1 2025, an estimated $7.95K.
  • Haleon made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #323 holding.
  • Marcum Wealth first reported a position in Haleon in Q1 2024 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.