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Seven Mile Advisory’s Haleon HLN Stock Holding History

Seven Mile Advisory’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
Q4 		– Sell
-14,489
Closed -$130K – 280
2025
Q3 		$130K Sell
14,489
-1,631
-10% -$15.7K 0.02% 298
2025
Q2 		$167K Sell
16,120
-130
-0.8% -$1.37K 0.1% 174
2025
Q1 		$167K Sell
16,250
-10
-0.1% -$98 0.11% 167
2024
Q4 		$155K Buy
16,260
+186
+1% +$1.82K 0.1% 160
2024
Q3 		$170K Buy
16,074
+1,017
+7% +$9.83K 0.11% 165
2024
Q2 		$124K Sell
15,057
-3,441
-19% -$28.8K 0.09% 152
2024
Q1 		$157K Sell
18,498
-371
-2% -$3.1K 0.12% 151
2023
Q4 		$155K Buy
18,869
+4,607
+32% +$38K 0.13% 140
2023
Q3 		$119K Buy
14,262
+2,200
+18% +$18.3K 0.12% 121
2023
Q2 		$101K Buy
+12,062
New +$103K 0.12% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seven Mile Advisory's HLN Position: Q4 2025 in Review

Seven Mile Advisory sold out of Haleon (HLN) in Q4 2025, closing a stake of 14,489 shares — an estimated $130K sold.

Seven Mile Advisory first reported a position in HLN in Q2 2023 and held it in 10 quarters. The position peaked at $170K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Seven Mile Advisory reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 14,489 Haleon shares in Q4 2025, an estimated $130K.
  • Seven Mile Advisory first reported a position in Haleon in Q2 2023 and held it in 10 quarters.
  • Seven Mile Advisory's Haleon position peaked at $170K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.