QWM
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Quadcap Wealth Management’s Haleon HLN Stock Holding History

Quadcap Wealth Management’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
-11,233
Closed -$116K – 416
2025
Q2 		$116K Buy
11,233
+704
+7% +$7.42K 0.01% 380
2025
Q1 		$108K Sell
10,529
-1,376
-12% -$13.5K 0.02% 364
2024
Q4 		$114K Sell
11,905
-1,991
-14% -$19.5K 0.02% 366
2024
Q3 		$147K Sell
13,896
-13,034
-48% -$126K 0.02% 367
2024
Q2 		$222K Buy
+26,930
New +$225K 0.04% 346

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

Quadcap Wealth Management's HLN Position: Q3 2025 in Review

Quadcap Wealth Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 11,233 shares — an estimated $116K sold.

Quadcap Wealth Management first reported a position in HLN in Q2 2024 and held it in 5 quarters. The position peaked at $222K in Q2 2024. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Quadcap Wealth Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 11,233 Haleon shares in Q3 2025, an estimated $116K.
  • Quadcap Wealth Management first reported a position in Haleon in Q2 2024 and held it in 5 quarters.
  • Quadcap Wealth Management's Haleon position peaked at $222K in Q2 2024.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Quadcap Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.