SW
HLN icon

Simplicity Wealth’s Haleon HLN Stock Holding History

Simplicity Wealth’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
2026
Q1 		$306K Sell
30,523
-13,608
-31% -$142K 0.02% 585
2025
Q4 		$446K Buy
44,131
+1,267
+3% +$12K 0.03% 461
2025
Q3 		$384K Buy
42,864
+918
+2% +$8.84K 0.02% 505
2025
Q2 		$435K Buy
41,946
+26,464
+171% +$279K 0.02% 487
2025
Q1 		$159K Buy
15,482
+1,135
+8% +$11.2K 0.01% 535
2024
Q4 		$137K Sell
14,347
-1,630
-10% -$15.9K 0.03% 317
2024
Q3 		$169K Sell
15,977
-46
-0.3% -$445 0.02% 482
2024
Q2 		$132K Sell
16,023
-151
-0.9% -$1.26K ﹤0.01% 1153
2024
Q1 		$137K Buy
+16,174
New +$135K ﹤0.01% 1097

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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return