Wellington Management Group
HLN icon

Wellington Management Group’s Haleon HLN Stock Holding History

Wellington Management Group’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 		$48.3M Sell
4,828,648
-163,881
-3% -$1.7M 0.01% 741
2025
Q4 		$50.5M Sell
4,992,529
-10,687,696
-68% -$102M 0.01% 734
2025
Q3 		$141M Sell
15,680,225
-1,005,858
-6% -$9.69M 0.02% 468
2025
Q2 		$173M Sell
16,686,083
-2,014,397
-11% -$21.2M 0.03% 384
2025
Q1 		$192M Buy
18,700,480
+3,372,155
+22% +$33.2M 0.04% 356
2024
Q4 		$146M Buy
15,328,325
+6,175,835
+67% +$60.4M 0.03% 445
2024
Q3 		$96.8M Buy
9,152,490
+3,046,841
+50% +$29.5M 0.02% 540
2024
Q2 		$50.4M Sell
6,105,649
-7,286,530
-54% -$60.9M 0.01% 697
2024
Q1 		$114M Sell
13,392,179
-150,167
-1% -$1.26M 0.02% 522
2023
Q4 		$111M Buy
13,542,346
+8,423,475
+165% +$69.4M 0.02% 535
2023
Q3 		$42.6M Buy
+5,118,871
New +$42.6M 0.01% 732

Other funds holding HLN

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ClearBridge Investments
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Morgan Stanley
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HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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