Unique Wealth Strategies’s Haleon HLN Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-241	Closed	-$2.05K	–	409
2024 Q2	$2.05K	Buy	+241	New	+$2.01K	﹤0.01%	483

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth Strategies's HLN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Haleon (HLN) in Q3 2024, closing a stake of 241 shares — an estimated $2.05K sold.

Unique Wealth Strategies first reported a position in HLN in Q2 2024 and held it in 1 quarter. The position peaked at $2.05K in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

Unique Wealth Strategies reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 241 Haleon shares in Q3 2024, an estimated $2.05K.
Unique Wealth Strategies first reported a position in Haleon in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Haleon position peaked at $2.05K in Q2 2024.
587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.