PSFG
HLN icon

Park Square Financial Group’s Haleon HLN Stock Holding History

Park Square Financial 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
Q3 		– Sell
-17
Closed -$176 – 559
2025
Q2 		$176 Hold
17
– – ﹤0.01% 995
2025
Q1 		$175 Hold
17
– – ﹤0.01% 953
2024
Q4 		$162 Buy
+17
New +$166 ﹤0.01% 941

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

Park Square Financial Group's HLN Position: Q3 2025 in Review

Park Square Financial Group sold out of Haleon (HLN) in Q3 2025, closing a stake of 17 shares — an estimated $176 sold.

Park Square Financial Group first reported a position in HLN in Q4 2024 and held it in 3 quarters. The position peaked at $176 in Q2 2025. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Park Square Financial Group reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 17 Haleon shares in Q3 2025, an estimated $176.
  • Park Square Financial Group first reported a position in Haleon in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Haleon position peaked at $176 in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.