PWMG
HLN icon

Prestige Wealth Management Group’s Haleon HLN Stock Holding History

Prestige Wealth Management 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
2026
Q1 		$1K Hold
100
– – ﹤0.01% 859
2025
Q4 		$1.01K Hold
100
– – ﹤0.01% 870
2025
Q3 		$897 Hold
100
– – ﹤0.01% 864
2025
Q2 		$1.04K Hold
100
– – ﹤0.01% 846
2025
Q1 		$1.03K Hold
100
– – ﹤0.01% 850
2024
Q4 		$954 Hold
100
– – ﹤0.01% 887
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 876
2024
Q2 		$826 Sell
100
-100
-50% -$836 ﹤0.01% 853
2024
Q1 		$1.7K Hold
200
– – ﹤0.01% 781
2023
Q4 		$1.65K Hold
200
– – ﹤0.01% 784
2023
Q3 		$1.68K Hold
200
– – ﹤0.01% 773
2023
Q2 		$1.68K Hold
200
– – ﹤0.01% 798
2023
Q1 		$1.64K Hold
200
– – ﹤0.01% 785
2022
Q4 		$1.6K Hold
200
– – ﹤0.01% 879
2022
Q3 		$1K Buy
+200
New +$1.29K ﹤0.01% 854

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return