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Smallwood Wealth Investment Management’s Haleon HLN Stock Holding History

Smallwood Wealth Investment 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
Q2 		– Sell
-223
Closed -$2.29K – 572
2025
Q1 		$2.29K Buy
+223
New +$2.19K ﹤0.01% 378

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Smallwood Wealth Investment Management's HLN Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Haleon (HLN) in Q2 2025, closing a stake of 223 shares — an estimated $2.29K sold.

Smallwood Wealth Investment Management first reported a position in HLN in Q1 2025 and held it in 1 quarter. The position peaked at $2.29K in Q1 2025. 627 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 223 Haleon shares in Q2 2025, an estimated $2.29K.
  • Smallwood Wealth Investment Management first reported a position in Haleon in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Haleon position peaked at $2.29K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.