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Wright Investors Service’s Haleon HLN Stock Holding History

Wright Investors Service’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
-12,902
Closed -$133K – 147
2025
Q1 		$133K Buy
12,902
+1,531
+13% +$15.1K 0.04% 141
2024
Q4 		$108K Sell
11,371
-438
-4% -$4.29K 0.04% 133
2024
Q3 		$125K Hold
11,809
– – 0.03% 137
2024
Q2 		$97.5K Hold
11,809
– – 0.03% 139
2024
Q1 		$100K Sell
11,809
-475
-4% -$3.97K 0.03% 143
2023
Q4 		$101K Sell
12,284
-621
-5% -$5.12K 0.03% 143
2023
Q3 		$107K Buy
12,905
+1,803
+16% +$15K 0.03% 143
2023
Q2 		$93K Buy
+11,102
New +$94.7K 0.03% 146

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

Wright Investors Service's HLN Position: Q2 2025 in Review

Wright Investors Service sold out of Haleon (HLN) in Q2 2025, closing a stake of 12,902 shares — an estimated $133K sold.

Wright Investors Service first reported a position in HLN in Q2 2023 and held it in 8 quarters. The position peaked at $133K in Q1 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q2 2025.

  • Wright Investors Service reported no remaining Haleon position as of Q2 2025 after selling out during the quarter.
  • Wright Investors Service sold 12,902 Haleon shares in Q2 2025, an estimated $133K.
  • Wright Investors Service first reported a position in Haleon in Q2 2023 and held it in 8 quarters.
  • Wright Investors Service's Haleon position peaked at $133K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q2 2025.

Based on Wright Investors Service's 13F filing for Q2 2025, filed 11 Jul 2025.