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Wedbush Securities’s Haleon HLN Stock Holding History

Wedbush Securities’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
-13,192
Closed -$126K – 1140
2024
Q4 		$126K Buy
+13,192
New +$129K ﹤0.01% 1076
2024
Q3 		– Sell
-92,366
Closed -$763K – 1172
2024
Q2 		$763K Buy
92,366
+23,886
+35% +$200K 0.03% 458
2024
Q1 		$581K Buy
+68,480
New +$572K 0.02% 587
2022
Q4 		– Sell
-21,725
Closed -$132K – 1079
2022
Q3 		$132K Buy
+21,725
New +$141K 0.01% 945

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $47.7B AUM 13.92% 1-Year Est. Return

Wedbush Securities's HLN Position: Q1 2025 in Review

Wedbush Securities sold out of Haleon (HLN) in Q1 2025, closing a stake of 13,192 shares — an estimated $126K sold.

Wedbush Securities first reported a position in HLN in Q3 2022 and held it in 4 quarters. The position peaked at $763K in Q2 2024. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Wedbush Securities reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 13,192 Haleon shares in Q1 2025, an estimated $126K.
  • Wedbush Securities first reported a position in Haleon in Q3 2022 and held it in 4 quarters.
  • Wedbush Securities's Haleon position peaked at $763K in Q2 2024.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.