SeaCrest Wealth Management’s Haleon HLN Stock Holding History

SeaCrest 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
2025 Q3	–	Sell	-10,329	Closed	-$107K	–	656
2025 Q2	$107K	Sell	10,329 -63	-0.6%	-$664	0.01%	605
2025 Q1	$107K	Sell	10,392 -304	-3%	-$2.99K	0.01%	645
2024 Q4	$102K	Buy	+10,696	New	+$105K	0.01%	641
2022 Q4	–	Sell	-10,890	Closed	-$66K	–	651
2022 Q3	$66K	Buy	+10,890	New	+$70.5K	0.01%	607

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's HLN Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Haleon (HLN) in Q3 2025, closing a stake of 10,329 shares — an estimated $107K sold.

SeaCrest Wealth Management first reported a position in HLN in Q3 2022 and held it in 4 quarters. The position peaked at $107K in Q2 2025. 601 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

SeaCrest Wealth Management reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 10,329 Haleon shares in Q3 2025, an estimated $107K.
SeaCrest Wealth Management first reported a position in Haleon in Q3 2022 and held it in 4 quarters.
SeaCrest Wealth Management's Haleon position peaked at $107K in Q2 2025.
601 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.