PFW Advisors’s Haleon HLN Stock Holding History

PFW 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 Q2	–	Sell	-12,118	Closed	-$125K	–	128
2025 Q1	$125K	Buy	12,118 +1,737	+17%	+$17.1K	0.04%	120
2024 Q4	$99K	Buy	+10,381	New	+$102K	0.03%	123

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

PFW Advisors's HLN Position: Q2 2025 in Review

PFW Advisors sold out of Haleon (HLN) in Q2 2025, closing a stake of 12,118 shares — an estimated $125K sold.

PFW Advisors first reported a position in HLN in Q4 2024 and held it in 2 quarters. The position peaked at $125K in Q1 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

PFW Advisors reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
PFW Advisors sold 12,118 Haleon shares in Q2 2025, an estimated $125K.
PFW Advisors first reported a position in Haleon in Q4 2024 and held it in 2 quarters.
PFW Advisors's Haleon position peaked at $125K in Q1 2025.
626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on PFW Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.