TF
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Tompkins Financial’s Haleon HLN Stock Holding History

Tompkins Financial’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
-1,300
Closed -$13.4K – 562
2025
Q1 		$13.4K Hold
1,300
– – ﹤0.01% 428
2024
Q4 		$12.4K Hold
1,300
– – ﹤0.01% 419
2024
Q3 		$13.8K Hold
1,300
– – ﹤0.01% 452
2024
Q2 		$10.7K Hold
1,300
– – ﹤0.01% 486
2024
Q1 		$11K Sell
1,300
-2,354
-64% -$19.7K ﹤0.01% 494
2023
Q4 		$30.1K Hold
3,654
– – ﹤0.01% 387
2023
Q3 		$30.4K Hold
3,654
– – ﹤0.01% 368
2023
Q2 		$30.6K Sell
3,654
-300
-8% -$2.56K ﹤0.01% 380
2023
Q1 		$32.2K Sell
3,954
-1
-0% -$8 0.01% 380
2022
Q4 		$31K Buy
+3,955
New +$26.9K ﹤0.01% 381

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

Tompkins Financial's HLN Position: Q2 2025 in Review

Tompkins Financial sold out of Haleon (HLN) in Q2 2025, closing a stake of 1,300 shares — an estimated $13.4K sold.

Tompkins Financial first reported a position in HLN in Q4 2022 and held it in 10 quarters. The position peaked at $32.2K in Q1 2023. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Tompkins Financial reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Tompkins Financial sold 1,300 Haleon shares in Q2 2025, an estimated $13.4K.
  • Tompkins Financial first reported a position in Haleon in Q4 2022 and held it in 10 quarters.
  • Tompkins Financial's Haleon position peaked at $32.2K in Q1 2023.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.