SW
HLN icon

SVB Wealth’s Haleon HLN Stock Holding History

SVB 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
2025
Q1 		– Sell
-12,644
Closed -$121K – 1608
2024
Q4 		$121K Buy
+12,644
New +$124K ﹤0.01% 709
2024
Q3 		– Sell
-12,567
Closed -$104K – 266
2024
Q2 		$104K Sell
12,567
-2,190
-15% -$18.3K ﹤0.01% 711
2024
Q1 		$125K Sell
14,757
-833
-5% -$6.96K ﹤0.01% 802
2023
Q4 		$128K Buy
15,590
+1,132
+8% +$9.33K ﹤0.01% 817
2023
Q3 		$120K Sell
14,458
-1,890
-12% -$15.7K ﹤0.01% 792
2023
Q2 		$137K Sell
16,348
-594
-4% -$5.07K ﹤0.01% 857
2023
Q1 		$138K Sell
16,942
-1,077
-6% -$8.59K ﹤0.01% 916
2022
Q4 		$144K Buy
18,019
+2,257
+14% +$15.4K ﹤0.01% 943
2022
Q3 		$96K Buy
+15,762
New +$102K ﹤0.01% 917

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

SVB Wealth's HLN Position: Q1 2025 in Review

SVB Wealth sold out of Haleon (HLN) in Q1 2025, closing a stake of 12,644 shares — an estimated $121K sold.

SVB Wealth first reported a position in HLN in Q3 2022 and held it in 9 quarters. The position peaked at $144K in Q4 2022. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • SVB Wealth reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 12,644 Haleon shares in Q1 2025, an estimated $121K.
  • SVB Wealth first reported a position in Haleon in Q3 2022 and held it in 9 quarters.
  • SVB Wealth's Haleon position peaked at $144K in Q4 2022.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.