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Richards, Merrill & Peterson’s Haleon HLN Stock Holding History

Richards, Merrill & Peterson’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
-1,280
Closed -$13.2K – 322
2025
Q1 		$13.2K Hold
1,280
– – 0.01% 376
2024
Q4 		$12.2K Buy
+1,280
New +$12.5K 0.01% 368

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Richards, Merrill & Peterson's HLN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Haleon (HLN) in Q2 2025, closing a stake of 1,280 shares — an estimated $13.2K sold.

Richards, Merrill & Peterson first reported a position in HLN in Q4 2024 and held it in 2 quarters. The position peaked at $13.2K in Q1 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,280 Haleon shares in Q2 2025, an estimated $13.2K.
  • Richards, Merrill & Peterson first reported a position in Haleon in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Haleon position peaked at $13.2K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.