VWM
HLN icon

Valley Wealth Managers’s Haleon HLN Stock Holding History

Valley Wealth Managers’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
-175
Closed -$1.67K – 391
2024
Q4 		$1.67K Hold
175
– – ﹤0.01% 350
2024
Q3 		$1.85K Hold
175
– – ﹤0.01% 350
2024
Q2 		$1.45K Hold
175
– – ﹤0.01% 346
2024
Q1 		$1.49K Hold
175
– – ﹤0.01% 283
2023
Q4 		$1.44K Hold
175
– – ﹤0.01% 300
2023
Q3 		$1.46K Hold
175
– – ﹤0.01% 332
2023
Q2 		$1.47K Hold
175
– – ﹤0.01% 307
2023
Q1 		$1.43K Hold
175
– – ﹤0.01% 324
2022
Q4 		$1.4K Buy
+175
New +$1.19K ﹤0.01% 335

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

Valley Wealth Managers's HLN Position: Q1 2025 in Review

Valley Wealth Managers sold out of Haleon (HLN) in Q1 2025, closing a stake of 175 shares — an estimated $1.67K sold.

Valley Wealth Managers first reported a position in HLN in Q4 2022 and held it in 9 quarters. The position peaked at $1.85K in Q3 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Valley Wealth Managers reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 175 Haleon shares in Q1 2025, an estimated $1.67K.
  • Valley Wealth Managers first reported a position in Haleon in Q4 2022 and held it in 9 quarters.
  • Valley Wealth Managers's Haleon position peaked at $1.85K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.