WA
HLN icon

WealthTrust Axiom’s Haleon HLN Stock Holding History

WealthTrust Axiom’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
2026
Q1 		$471K Sell
47,086
-200
-0.4% -$2.08K 0.12% 149
2025
Q4 		$478K Hold
47,286
– – 0.12% 143
2025
Q3 		$424K Sell
47,286
-612
-1% -$5.89K 0.11% 157
2025
Q2 		$497K Sell
47,898
-1,449
-3% -$15.3K 0.15% 135
2025
Q1 		$508K Sell
49,347
-5,193
-10% -$51.1K 0.15% 127
2024
Q4 		$520K Sell
54,540
-860
-2% -$8.41K 0.16% 130
2024
Q3 		$586K Sell
55,400
-1,597
-3% -$15.4K 0.17% 119
2024
Q2 		$471K Sell
56,997
-495
-0.9% -$4.14K 0.16% 136
2024
Q1 		$488K Buy
57,492
+2,304
+4% +$19.3K 0.16% 139
2023
Q4 		$454K Buy
55,188
+4,796
+10% +$39.5K 0.15% 135
2023
Q3 		$420K Sell
50,392
-1,686
-3% -$14K 0.15% 141
2023
Q2 		$436K Buy
52,078
+4
+0% +$34 0.14% 146
2023
Q1 		$424K Buy
52,074
+175
+0.3% +$1.4K 0.14% 146
2022
Q4 		$415K Sell
51,899
-500
-1% -$3.4K 0.14% 143
2022
Q3 		$319K Buy
+52,399
New +$339K 0.12% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return