RI
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Ridgewood Investments’s Haleon HLN Stock Holding History

Ridgewood Investments’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
-429
Closed -$4.45K – 406
2025
Q2 		$4.45K Sell
429
-531
-55% -$5.6K ﹤0.01% 608
2025
Q1 		$9.88K Hold
960
– – ﹤0.01% 485
2024
Q4 		$9.16K Hold
960
– – ﹤0.01% 505
2024
Q3 		$10.2K Sell
960
-1
-0.1% -$10 0.01% 506
2024
Q2 		$7.94K Buy
+961
New +$8.03K ﹤0.01% 535
2023
Q3 		– Sell
-5,491
Closed -$46K – 426
2023
Q2 		$46K Sell
5,491
-7,197
-57% -$61.4K 0.03% 336
2023
Q1 		$103K Sell
12,688
-1,403
-10% -$11.2K 0.06% 249
2022
Q4 		$113K Buy
+14,091
New +$95.9K 0.08% 189

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ridgewood Investments's HLN Position: Q3 2025 in Review

Ridgewood Investments sold out of Haleon (HLN) in Q3 2025, closing a stake of 429 shares — an estimated $4.45K sold.

Ridgewood Investments first reported a position in HLN in Q4 2022 and held it in 8 quarters. The position peaked at $113K in Q4 2022. 601 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Ridgewood Investments reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 429 Haleon shares in Q3 2025, an estimated $4.45K.
  • Ridgewood Investments first reported a position in Haleon in Q4 2022 and held it in 8 quarters.
  • Ridgewood Investments's Haleon position peaked at $113K in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.