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Richardson Financial Services’s Haleon HLN Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-51
Closed -$487 – 617
2024
Q4 		$487 Sell
51
-51
-50% -$499 ﹤0.01% 577
2024
Q3 		$961 Buy
102
+51
+100% +$493 ﹤0.01% 564
2024
Q2 		$421 Hold
51
– – ﹤0.01% 577
2024
Q1 		$433 Buy
+51
New +$426 ﹤0.01% 606

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Richardson Financial Services's HLN Position: Q1 2025 in Review

Richardson Financial Services sold out of Haleon (HLN) in Q1 2025, closing a stake of 51 shares — an estimated $487 sold.

Richardson Financial Services first reported a position in HLN in Q1 2024 and held it in 4 quarters. The position peaked at $961 in Q3 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Richardson Financial Services reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 51 Haleon shares in Q1 2025, an estimated $487.
  • Richardson Financial Services first reported a position in Haleon in Q1 2024 and held it in 4 quarters.
  • Richardson Financial Services's Haleon position peaked at $961 in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.