WA
HLN icon

Wealth Alliance’s Haleon HLN Stock Holding History

Wealth Alliance’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
-11,090
Closed -$114K – 552
2025
Q1 		$114K Sell
11,090
-10,284
-48% -$101K 0.01% 505
2024
Q4 		$204K Sell
21,374
-12,365
-37% -$121K 0.02% 474
2024
Q3 		$357K Sell
33,739
-16,941
-33% -$164K 0.04% 352
2024
Q2 		$419K Sell
50,680
-257
-0.5% -$2.15K 0.05% 286
2024
Q1 		$432K Buy
50,937
+12,114
+31% +$101K 0.06% 304
2023
Q4 		$320K Buy
38,823
+4,883
+14% +$40.2K 0.04% 368
2023
Q3 		$283K Buy
33,940
+2,001
+6% +$16.7K 0.04% 368
2023
Q2 		$268K Buy
31,939
+191
+0.6% +$1.63K 0.04% 412
2023
Q1 		$258K Buy
31,748
+415
+1% +$3.31K 0.04% 407
2022
Q4 		$251K Buy
+31,333
New +$213K 0.04% 399

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