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Winch Advisory Services’s Haleon HLN Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-972
Closed -$10K – 499
2025
Q1 		$10K Sell
972
-1,384
-59% -$13.6K ﹤0.01% 282
2024
Q4 		$22.5K Buy
2,356
+1,384
+142% +$13.5K 0.01% 217
2024
Q3 		$10.3K Buy
972
+5
+0.5% +$48 ﹤0.01% 262
2024
Q2 		$7.99K Buy
967
+12
+1% +$100 ﹤0.01% 278
2024
Q1 		$8.11K Hold
955
– – ﹤0.01% 272
2023
Q4 		$7.86K Buy
955
+5
+0.5% +$41 ﹤0.01% 276
2023
Q3 		$8K Hold
950
– – ﹤0.01% 267
2023
Q2 		$8K Hold
950
– – ﹤0.01% 271
2023
Q1 		$8K Hold
950
– – ﹤0.01% 268
2022
Q4 		$8K Hold
950
– – ﹤0.01% 254
2022
Q3 		$6K Buy
+950
New +$6.15K ﹤0.01% 254

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Winch Advisory Services's HLN Position: Q2 2025 in Review

Winch Advisory Services sold out of Haleon (HLN) in Q2 2025, closing a stake of 972 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in HLN in Q3 2022 and held it in 11 quarters. The position peaked at $22.5K in Q4 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Winch Advisory Services reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Winch Advisory Services sold 972 Haleon shares in Q2 2025, an estimated $10K.
  • Winch Advisory Services first reported a position in Haleon in Q3 2022 and held it in 11 quarters.
  • Winch Advisory Services's Haleon position peaked at $22.5K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Winch Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.