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WhitTier Trust Company’s Haleon HLN Stock Holding History

WhitTier Trust Company’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
Q3 		– Sell
-1,326
Closed -$13.7K – 1379
2025
Q2 		$13.7K Sell
1,326
-471
-26% -$4.97K ﹤0.01% 1090
2025
Q1 		$18.5K Sell
1,797
-5,181
-74% -$51K ﹤0.01% 987
2024
Q4 		$66.6K Sell
6,978
-2,214
-24% -$21.7K ﹤0.01% 683
2024
Q3 		$97.2K Buy
9,192
+3,678
+67% +$35.6K ﹤0.01% 602
2024
Q2 		$45.5K Sell
5,514
-332
-6% -$2.77K ﹤0.01% 729
2024
Q1 		$49.6K Buy
5,846
+1,028
+21% +$8.59K ﹤0.01% 683
2023
Q4 		$39.6K Buy
4,818
+12
+0.2% +$99 ﹤0.01% 716
2023
Q3 		$40K Sell
4,806
-200
-4% -$1.67K ﹤0.01% 686
2023
Q2 		$41.9K Sell
5,006
-382
-7% -$3.26K ﹤0.01% 715
2023
Q1 		$43.9K Hold
5,388
– – ﹤0.01% 690
2022
Q4 		$43.1K Buy
5,388
+756
+16% +$5.14K ﹤0.01% 691
2022
Q3 		$28K Buy
+4,632
New +$30K ﹤0.01% 758

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WhitTier Trust Company's HLN Position: Q3 2025 in Review

WhitTier Trust Company sold out of Haleon (HLN) in Q3 2025, closing a stake of 1,326 shares — an estimated $13.7K sold.

WhitTier Trust Company first reported a position in HLN in Q3 2022 and held it in 12 quarters. The position peaked at $97.2K in Q3 2024. 598 funds tracked by Wall St. Rank hold HLN as of Q3 2025.

  • WhitTier Trust Company reported no remaining Haleon position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 1,326 Haleon shares in Q3 2025, an estimated $13.7K.
  • WhitTier Trust Company first reported a position in Haleon in Q3 2022 and held it in 12 quarters.
  • WhitTier Trust Company's Haleon position peaked at $97.2K in Q3 2024.
  • 598 funds tracked by Wall St. Rank held Haleon as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.