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NewSquare Capital’s Haleon HLN Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-485
Closed -$5.03K – 630
2025
Q2 		$5.03K Buy
485
+267
+122% +$2.82K ﹤0.01% 805
2025
Q1 		$2.24K Buy
218
+84
+63% +$827 ﹤0.01% 830
2024
Q4 		$1.28K Hold
134
– – ﹤0.01% 633
2024
Q3 		$1.42K Hold
134
– – ﹤0.01% 276
2024
Q2 		$1.11K Hold
134
– – ﹤0.01% 294
2024
Q1 		$1.14K Hold
134
– – ﹤0.01% 359
2023
Q4 		$1.1K Hold
134
– – ﹤0.01% 406
2023
Q3 		$1.12K Sell
134
-20
-13% -$167 ﹤0.01% 486
2023
Q2 		$1.29K Sell
154
-228
-60% -$1.95K ﹤0.01% 575
2023
Q1 		$3.11K Buy
382
+228
+148% +$1.82K ﹤0.01% 515
2022
Q4 		$1.23K Buy
154
+20
+15% +$136 ﹤0.01% 551
2022
Q3 		$1K Buy
+134
New +$867 ﹤0.01% 393

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewSquare Capital's HLN Position: Q3 2025 in Review

NewSquare Capital sold out of Haleon (HLN) in Q3 2025, closing a stake of 485 shares — an estimated $5.03K sold.

NewSquare Capital first reported a position in HLN in Q3 2022 and held it in 12 quarters. The position peaked at $5.03K in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • NewSquare Capital reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 485 Haleon shares in Q3 2025, an estimated $5.03K.
  • NewSquare Capital first reported a position in Haleon in Q3 2022 and held it in 12 quarters.
  • NewSquare Capital's Haleon position peaked at $5.03K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.