S.A. Mason’s Haleon HLN Stock Holding History

S.A. Mason’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	-800	Closed	-$8.3K	–	299
2025 Q2	$8.3K	Hold	800	–	–	﹤0.01%	353
2025 Q1	$8.23K	Hold	800	–	–	﹤0.01%	340
2024 Q4	$7.63K	Hold	800	–	–	﹤0.01%	332
2024 Q3	$8.46K	Hold	800	–	–	﹤0.01%	315
2024 Q2	$6.61K	Hold	800	–	–	﹤0.01%	307
2024 Q1	$6.79K	Hold	800	–	–	﹤0.01%	300
2023 Q4	$6.58K	Hold	800	–	–	﹤0.01%	297
2023 Q3	$6.66K	Hold	800	–	–	﹤0.01%	299
2023 Q2	$6.51K	Hold	800	–	–	﹤0.01%	300
2023 Q1	$6.51K	Hold	800	–	–	﹤0.01%	300
2022 Q4	$6.4K	Hold	800	–	–	﹤0.01%	297
2022 Q3	$5K	Buy	+800	New	+$5.18K	﹤0.01%	310

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

S.A. Mason's HLN Position: Q3 2025 in Review

S.A. Mason sold out of Haleon (HLN) in Q3 2025, closing a stake of 800 shares — an estimated $8.3K sold.

S.A. Mason first reported a position in HLN in Q3 2022 and held it in 12 quarters. The position peaked at $8.46K in Q3 2024. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

S.A. Mason reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 800 Haleon shares in Q3 2025, an estimated $8.3K.
S.A. Mason first reported a position in Haleon in Q3 2022 and held it in 12 quarters.
S.A. Mason's Haleon position peaked at $8.46K in Q3 2024.
598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.