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Optimum Investment Advisors’s Haleon HLN Stock Holding History

Optimum Investment 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
Q3 		$4.49K Hold
500
– – ﹤0.01% 552
2025
Q2 		$5.18K Hold
500
– – ﹤0.01% 546
2025
Q1 		$5.14K Hold
500
– – ﹤0.01% 560
2024
Q4 		$4.77K Hold
500
– – ﹤0.01% 555
2024
Q3 		$5.29K Sell
500
-300
-38% -$2.9K ﹤0.01% 569
2024
Q2 		$6.61K Sell
800
-400
-33% -$3.34K ﹤0.01% 551
2024
Q1 		$10.2K Sell
1,200
-368
-23% -$3.08K ﹤0.01% 522
2023
Q4 		$12.9K Sell
1,568
-800
-34% -$6.59K 0.01% 491
2023
Q3 		$19.7K Sell
2,368
-400
-14% -$3.33K 0.01% 471
2023
Q2 		$23.2K Hold
2,768
– – 0.01% 455
2023
Q1 		$22.5K Sell
2,768
-850
-23% -$6.78K 0.01% 462
2022
Q4 		$28.9K Buy
3,618
+250
+7% +$1.7K 0.02% 443
2022
Q3 		$21K Buy
+3,368
New +$21.8K 0.01% 490

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

Optimum Investment Advisors's HLN Position: Q3 2025 in Review

Optimum Investment Advisors held its Haleon (HLN) position steady in Q3 2025 at 500 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Optimum Investment Advisors first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $28.9K in Q4 2022. 599 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Optimum Investment Advisors held 500 shares of Haleon worth $4.49K as of Q3 2025.
  • Optimum Investment Advisors left its Haleon share count unchanged in Q3 2025.
  • Haleon made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #552 holding.
  • Optimum Investment Advisors first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
  • Optimum Investment Advisors's Haleon position peaked at $28.9K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.