MWA
HLN icon

MN Wealth Advisors’s Haleon HLN Stock Holding History

MN 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
2026
Q1 		$260K Hold
25,934
– – 0.13% 105
2025
Q4 		$262K Sell
25,934
-668
-3% -$6.35K 0.13% 97
2025
Q3 		$239K Buy
26,602
+1,170
+5% +$11.3K 0.13% 104
2025
Q2 		$264K Buy
25,432
+275
+1% +$2.9K 0.15% 96
2025
Q1 		$259K Sell
25,157
-365
-1% -$3.59K 0.15% 93
2024
Q4 		$243K Sell
25,522
-805
-3% -$7.88K 0.14% 86
2024
Q3 		$279K Sell
26,327
-1,503
-5% -$14.5K 0.16% 80
2024
Q2 		$230K Sell
27,830
-1,288
-4% -$10.8K 0.13% 94
2024
Q1 		$247K Hold
29,118
– – 0.15% 81
2023
Q4 		$240K Buy
+29,118
New +$240K 0.17% 80

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