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Stonebridge Financial Group (Pennsylvania)’s Haleon HLN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-517
Closed -$5.32K – 523
2025
Q1 		$5.32K Hold
517
– – ﹤0.01% 695
2024
Q4 		$4.93K Buy
+517
New +$5.06K ﹤0.01% 680

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 27.49% 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

Stonebridge Financial Group (Pennsylvania)'s HLN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Haleon (HLN) in Q2 2025, closing a stake of 517 shares — an estimated $5.32K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in HLN in Q4 2024 and held it in 2 quarters. The position peaked at $5.32K in Q1 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 517 Haleon shares in Q2 2025, an estimated $5.32K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Haleon in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Haleon position peaked at $5.32K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.