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Sanctuary Wealth Management’s Haleon HLN Stock Holding History

Sanctuary 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
2024
Q4 		$6.63K Hold
695
– – ﹤0.01% 186
2024
Q3 		$7.35K Hold
695
– – 0.01% 184
2024
Q2 		$5.74K Sell
695
-125
-15% -$1.04K ﹤0.01% 174
2024
Q1 		$6.96K Hold
820
– – 0.01% 163
2023
Q4 		$6.75K Hold
820
– – 0.01% 165
2023
Q3 		$6.83K Hold
820
– – 0.01% 153
2023
Q2 		$6.87K Buy
+820
New +$7K 0.01% 157
2022
Q4 		$6.56K Buy
+820
New +$5.58K 0.01% 145

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sanctuary Wealth Management's HLN Position: Q4 2024 in Review

Sanctuary Wealth Management held its Haleon (HLN) position steady in Q4 2024 at 695 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Sanctuary Wealth Management first reported a position in HLN in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.35K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Sanctuary Wealth Management held 695 shares of Haleon worth $6.63K as of Q4 2024.
  • Sanctuary Wealth Management left its Haleon share count unchanged in Q4 2024.
  • Haleon made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #186 holding.
  • Sanctuary Wealth Management first reported a position in Haleon in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Haleon position peaked at $7.35K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.