Ameriprise
HLN icon

Ameriprise’s Haleon HLN Stock Holding History

Ameriprise’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 		$1.55M Buy
155,111
+15,156
+11% +$158K ﹤0.01% 3079
2025
Q4 		$1.41M Sell
139,955
-322,528
-70% -$3.07M ﹤0.01% 3178
2025
Q3 		$4.15M Sell
462,483
-2,115
-0.5% -$20.4K ﹤0.01% 2566
2025
Q2 		$4.82M Buy
464,598
+338,977
+270% +$3.58M ﹤0.01% 2390
2025
Q1 		$1.29M Buy
125,621
+5,499
+5% +$54.1K ﹤0.01% 3102
2024
Q4 		$1.15M Buy
120,122
+16,429
+16% +$161K ﹤0.01% 3186
2024
Q3 		$1.1M Buy
103,693
+4,119
+4% +$39.8K ﹤0.01% 3184
2024
Q2 		$822K Sell
99,574
-2,693
-3% -$22.5K ﹤0.01% 3232
2024
Q1 		$872K Buy
102,267
+7,024
+7% +$58.7K ﹤0.01% 3224
2023
Q4 		$784K Sell
95,243
-15,724
-14% -$130K ﹤0.01% 3291
2023
Q3 		$926K Sell
110,967
-2,537
-2% -$21.1K ﹤0.01% 3179
2023
Q2 		$953K Sell
113,504
-26,351
-19% -$225K ﹤0.01% 3193
2023
Q1 		$1.14M Sell
139,855
-85,447
-38% -$681K ﹤0.01% 3089
2022
Q4 		$1.81M Sell
225,302
-102,462
-31% -$697K ﹤0.01% 2856
2022
Q3 		$2M Buy
+327,764
New +$2.12M ﹤0.01% 2781

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