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Pacific Capital Wealth Advisors’s Haleon HLN Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-100
Closed -$954 – 209
2024
Q4 		$954 Hold
100
– – ﹤0.01% 362
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 423
2024
Q2 		$826 Hold
100
– – ﹤0.01% 459
2024
Q1 		$849 Hold
100
– – ﹤0.01% 484
2023
Q4 		$823 Buy
+100
New +$824 ﹤0.01% 307

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pacific Capital Wealth Advisors's HLN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Haleon (HLN) in Q1 2025, closing a stake of 100 shares — an estimated $954 sold.

Pacific Capital Wealth Advisors first reported a position in HLN in Q4 2023 and held it in 5 quarters. The position peaked at $1.06K in Q3 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Haleon shares in Q1 2025, an estimated $954.
  • Pacific Capital Wealth Advisors first reported a position in Haleon in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Haleon position peaked at $1.06K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.