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Stonegate Investment Group’s Haleon HLN Stock Holding History

Stonegate Investment Group’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 		$512K Buy
57,125
+6,290
+12% +$60.6K 0.01% 249
2025
Q2 		$527K Buy
50,835
+5,641
+12% +$59.5K 0.01% 237
2025
Q1 		$465K Sell
45,194
-1,234
-3% -$12.1K 0.01% 226
2024
Q4 		$443K Buy
46,428
+8,720
+23% +$85.3K 0.01% 227
2024
Q3 		$399K Sell
37,708
-1,428
-4% -$13.8K 0.01% 258
2024
Q2 		$323K Buy
39,136
+6,511
+20% +$54.4K 0.01% 262
2024
Q1 		$277K Buy
32,625
+21,657
+197% +$181K 0.01% 266
2023
Q4 		$90.3K Sell
10,968
-639
-6% -$5.27K ﹤0.01% 295
2023
Q3 		$96.7K Sell
11,607
-1,551
-12% -$12.9K ﹤0.01% 288
2023
Q2 		$110K Sell
13,158
-383
-3% -$3.27K ﹤0.01% 300
2023
Q1 		$110K Sell
13,541
-1,070
-7% -$8.53K ﹤0.01% 300
2022
Q4 		$117K Sell
14,611
-537
-4% -$3.65K 0.01% 295
2022
Q3 		$92K Buy
+15,148
New +$98K ﹤0.01% 280

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonegate Investment Group's HLN Position: Q3 2025 in Review

Stonegate Investment Group increased its Haleon (HLN) stake by 12% in Q3 2025, buying an estimated $60.6K and bringing the position to 57,125 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #249.

Stonegate Investment Group first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $527K in Q2 2025. 599 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • Stonegate Investment Group held 57,125 shares of Haleon worth $512K as of Q3 2025.
  • Stonegate Investment Group bought 6,290 Haleon shares in Q3 2025, an estimated $60.6K.
  • Haleon made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #249 holding.
  • Stonegate Investment Group first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
  • Stonegate Investment Group's Haleon position peaked at $527K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.