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Marshall & Sterling Wealth Advisors’s Haleon HLN Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-64
Closed -$659 – 652
2025
Q1 		$659 Buy
+64
New +$630 ﹤0.01% 608

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HLN Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Haleon (HLN) in Q2 2025, closing a stake of 64 shares — an estimated $659 sold.

Marshall & Sterling Wealth Advisors first reported a position in HLN in Q1 2025 and held it in 1 quarter. The position peaked at $659 in Q1 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 64 Haleon shares in Q2 2025, an estimated $659.
  • Marshall & Sterling Wealth Advisors first reported a position in Haleon in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Haleon position peaked at $659 in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.