NW
HLN icon

NewEdge Wealth’s Haleon HLN Stock Holding History

NewEdge 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
2026
Q1 		$808K Sell
80,759
-11,007
-12% -$115K 0.01% 677
2025
Q4 		$928K Buy
91,766
+14,528
+19% +$138K 0.01% 655
2025
Q3 		$719K Buy
77,238
+12,878
+20% +$124K 0.01% 646
2025
Q2 		$609K Buy
64,360
+587
+0.9% +$6.19K 0.01% 649
2025
Q1 		$656K Sell
63,773
-1,217
-2% -$12K 0.01% 561
2024
Q4 		$620K Sell
64,990
-2,605
-4% -$25.5K 0.01% 596
2024
Q3 		$715K Buy
67,595
+16,542
+32% +$160K 0.01% 536
2024
Q2 		$422K Sell
51,053
-1,033
-2% -$8.63K 0.01% 583
2024
Q1 		$433K Sell
52,086
-917
-2% -$7.66K 0.01% 592
2023
Q4 		$436K Sell
53,003
-8,843
-14% -$72.9K 0.01% 537
2023
Q3 		$515K Buy
61,846
+5,035
+9% +$41.9K 0.02% 457
2023
Q2 		$476K Sell
56,811
-330
-0.6% -$2.82K 0.02% 464
2023
Q1 		$465K Sell
57,141
-2,345
-4% -$18.7K 0.02% 423
2022
Q4 		$476K Sell
59,486
-3,384
-5% -$23K 0.02% 374
2022
Q3 		$383K Buy
+62,870
New +$407K 0.02% 386

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