Wells Fargo
HLN icon

Wells Fargo’s Haleon HLN Stock Holding History

Wells Fargo’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 		$40.3M Buy
4,022,749
+295,897
+8% +$3.08M 0.01% 1076
2025
Q4 		$37.7M Buy
3,726,852
+74,897
+2% +$712K 0.01% 1093
2025
Q3 		$32.8M Buy
3,651,955
+416,795
+13% +$4.01M 0.01% 1158
2025
Q2 		$33.5M Buy
3,235,160
+6,372
+0.2% +$67.2K 0.01% 1067
2025
Q1 		$33.2M Sell
3,228,788
-27,985
-0.9% -$275K 0.01% 1005
2024
Q4 		$31.1M Sell
3,256,773
-44,794
-1% -$438K 0.01% 1066
2024
Q3 		$34.9M Sell
3,301,567
-417,515
-11% -$4.04M 0.01% 961
2024
Q2 		$30.7M Buy
3,719,082
+356,748
+11% +$2.98M 0.01% 981
2024
Q1 		$28.5M Buy
3,362,334
+1,426,863
+74% +$11.9M 0.01% 1019
2023
Q4 		$15.9M Buy
1,935,471
+3,677
+0.2% +$30.3K ﹤0.01% 1342
2023
Q3 		$16.1M Sell
1,931,794
-127,825
-6% -$1.06M 0.01% 1240
2023
Q2 		$17.3M Sell
2,059,619
-335,630
-14% -$2.86M 0.01% 1231
2023
Q1 		$19.5M Sell
2,395,249
-794,081
-25% -$6.33M 0.01% 1154
2022
Q4 		$25.5M Sell
3,189,330
-193,167
-6% -$1.31M 0.01% 973
2022
Q3 		$20.6M Buy
+3,382,497
New +$21.9M 0.01% 1058

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