Oliver Lagore Vanvalin Investment Group’s Haleon HLN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$5.38K	Buy	+523	New	+$5.52K	﹤0.01%	484
2024 Q4	$4.99K	Hold	523	–	–	﹤0.01%	519
2024 Q3	$5.53K	Sell	523 -100	-16%	-$967	﹤0.01%	494
2024 Q2	$5.15K	Buy	623 +100	+19%	+$836	﹤0.01%	495
2024 Q1	$4.44K	Hold	523	–	–	﹤0.01%	523
2023 Q4	$4.3K	Hold	523	–	–	﹤0.01%	546
2023 Q3	$4.36K	Sell	523 -200	-28%	-$1.67K	﹤0.01%	579
2023 Q2	$6.06K	Hold	723	–	–	﹤0.01%	549
2023 Q1	$5.88K	Hold	723	–	–	﹤0.01%	462
2022 Q4	$5.78K	Buy	723 +406	+128%	+$2.76K	﹤0.01%	445
2022 Q3	$2K	Buy	+317	New	+$2.05K	﹤0.01%	523

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HLN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Haleon (HLN) in Q2 2025: 523 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HLN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.06K in Q2 2023. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 523 shares of Haleon worth $5.38K as of Q2 2025.
Haleon was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Haleon made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #484 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Haleon position peaked at $6.06K in Q2 2023.
627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.