WT
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Washington Trust’s Haleon HLN Stock Holding History

Washington Trust’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
-100
Closed -$1.03K – 450
2025
Q1 		$1.03K Sell
100
-50
-33% -$492 ﹤0.01% 745
2024
Q4 		$1.43K Hold
150
– – ﹤0.01% 822
2024
Q3 		$1.59K Hold
150
– – ﹤0.01% 812
2024
Q2 		$1.24K Hold
150
– – ﹤0.01% 835
2024
Q1 		$1.27K Hold
150
– – ﹤0.01% 822
2023
Q4 		$1.24K Hold
150
– – ﹤0.01% 803
2023
Q3 		$1.25K Hold
150
– – ﹤0.01% 821
2023
Q2 		$1.26K Hold
150
– – ﹤0.01% 846
2023
Q1 		$1.22K Hold
150
– – ﹤0.01% 871
2022
Q4 		$1.2K Buy
+150
New +$1.02K ﹤0.01% 883

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

Washington Trust's HLN Position: Q2 2025 in Review

Washington Trust sold out of Haleon (HLN) in Q2 2025, closing a stake of 100 shares — an estimated $1.03K sold.

Washington Trust first reported a position in HLN in Q4 2022 and held it in 10 quarters. The position peaked at $1.59K in Q3 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Washington Trust reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 100 Haleon shares in Q2 2025, an estimated $1.03K.
  • Washington Trust first reported a position in Haleon in Q4 2022 and held it in 10 quarters.
  • Washington Trust's Haleon position peaked at $1.59K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.