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Thoroughbred Financial Services’s Haleon HLN Stock Holding History

Thoroughbred Financial Services’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
-13,102
Closed -$134K – 623
2025
Q1 		$134K Hold
13,102
– – 0.01% 654
2024
Q4 		$124K Hold
13,102
– – 0.01% 667
2024
Q3 		$138K Hold
13,102
– – 0.01% 639
2024
Q2 		$108K Buy
+13,102
New +$110K 0.01% 617
2024
Q1 		– Sell
-13,102
Closed -$107K – 533
2023
Q4 		$107K Buy
+13,102
New +$108K 0.01% 586

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

Thoroughbred Financial Services's HLN Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Haleon (HLN) in Q2 2025, closing a stake of 13,102 shares — an estimated $134K sold.

Thoroughbred Financial Services first reported a position in HLN in Q4 2023 and held it in 5 quarters. The position peaked at $138K in Q3 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 13,102 Haleon shares in Q2 2025, an estimated $134K.
  • Thoroughbred Financial Services first reported a position in Haleon in Q4 2023 and held it in 5 quarters.
  • Thoroughbred Financial Services's Haleon position peaked at $138K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.