AIMZ Investment Advisors’s Haleon HLN Stock Holding History

AIMZ Investment Advisors’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	$522K	Sell	52,128 -5,500	-10%	-$57.2K	0.16%	92
2025 Q4	$583K	Sell	57,628 -5,500	-9%	-$52.3K	0.17%	91
2025 Q3	$566K	Sell	63,128 -1,429	-2%	-$13.8K	0.18%	86
2025 Q2	$669K	Sell	64,557 -1,695	-3%	-$17.9K	0.22%	81
2025 Q1	$682K	Sell	66,252 -4,300	-6%	-$42.3K	0.24%	79
2024 Q4	$673K	Sell	70,552 -2,200	-3%	-$21.5K	0.23%	75
2024 Q3	$770K	Sell	72,752 -2,648	-4%	-$25.6K	0.26%	73
2024 Q2	$623K	Sell	75,400 -9,375	-11%	-$78.4K	0.22%	78
2024 Q1	$720K	Sell	84,775 -3,100	-4%	-$25.9K	0.27%	72
2023 Q4	$723K	Sell	87,875 -396	-0.4%	-$3.26K	0.29%	69
2023 Q3	$735K	Sell	88,271 -850	-1%	-$7.08K	0.33%	65
2023 Q2	$747K	Sell	89,121 -795	-0.9%	-$6.78K	0.32%	66
2023 Q1	$732K	Sell	89,916 -1,085	-1%	-$8.65K	0.33%	65
2022 Q4	$728K	Sell	91,001 -330	-0.4%	-$2.25K	0.34%	64
2022 Q3	$556K	Buy	+91,331	New	+$591K	0.28%	73

Other funds holding HLN

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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