Arax Advisory Partners’s Haleon HLN Stock Holding History

Arax Advisory Partners’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	$29.3K	Sell	2,927 -5,765	-66%	-$60K	﹤0.01%	1908
2025 Q4	$87.9K	Sell	8,692 -610	-7%	-$5.8K	﹤0.01%	1384
2025 Q3	$83.4K	Buy	9,302 +4,916	+112%	+$47.3K	﹤0.01%	1605
2025 Q2	$61.2K	Sell	4,386 -33	-0.7%	-$348	﹤0.01%	1144
2025 Q1	$45.5K	Sell	4,419 -633	-13%	-$6.23K	﹤0.01%	982
2024 Q4	$48.2K	Sell	5,052 -254	-5%	-$2.48K	﹤0.01%	919
2024 Q3	$56.1K	Sell	5,306 -106	-2%	-$1.02K	0.01%	674
2024 Q2	$44.7K	Sell	5,412 -219	-4%	-$1.83K	﹤0.01%	700
2024 Q1	$47.8K	Buy	5,631 +173	+3%	+$1.45K	0.01%	511
2023 Q4	$44.9K	Buy	5,458 +4,477	+456%	+$36.9K	0.01%	502
2023 Q3	$8.17K	Hold	981	–	–	﹤0.01%	770
2023 Q2	$8.22K	Buy	981 +1	+0.1%	+$9	﹤0.01%	752
2023 Q1	$7.98K	Hold	980	–	–	﹤0.01%	734
2022 Q4	$7.84K	Hold	980	–	–	﹤0.01%	684
2022 Q3	$6K	Buy	+980	New	+$6.34K	﹤0.01%	749

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