Anchor Investment Management’s Haleon HLN Stock Holding History

Anchor Investment Management’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	$4K	Hold	400	–	–	﹤0.01%	924
2025 Q4	$4.04K	Hold	400	–	–	﹤0.01%	914
2025 Q3	$3.59K	Hold	400	–	–	﹤0.01%	933
2025 Q2	$4.15K	Hold	400	–	–	﹤0.01%	909
2025 Q1	$4.12K	Hold	400	–	–	﹤0.01%	904
2024 Q4	$3.82K	Hold	400	–	–	﹤0.01%	896
2024 Q3	$4.23K	Hold	400	–	–	﹤0.01%	890
2024 Q2	$3.3K	Sell	400 -400	-50%	-$3.34K	﹤0.01%	873
2024 Q1	$6.79K	Sell	800 -264	-25%	-$2.21K	﹤0.01%	834
2023 Q4	$8.76K	Sell	1,064 -136	-11%	-$1.12K	﹤0.01%	767
2023 Q3	$10K	Hold	1,200	–	–	﹤0.01%	743
2023 Q2	$10.1K	Hold	1,200	–	–	﹤0.01%	740
2023 Q1	$9.77K	Hold	1,200	–	–	﹤0.01%	752
2022 Q4	$9.6K	Hold	1,200	–	–	﹤0.01%	726
2022 Q3	$7.31K	Buy	+1,200	New	+$7.77K	﹤0.01%	761

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Anchor Investment Management's HLN Position: Q1 2026 in Review

Anchor Investment Management held its Haleon (HLN) position steady in Q1 2026 at 400 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Anchor Investment Management first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.1K in Q2 2023. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Anchor Investment Management held 400 shares of Haleon worth $4K as of Q1 2026.
Anchor Investment Management left its Haleon share count unchanged in Q1 2026.
Haleon made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #924 holding.
Anchor Investment Management first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
Anchor Investment Management's Haleon position peaked at $10.1K in Q2 2023.
620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.