AFG
HLN icon

Atomi Financial Group’s Haleon HLN Stock Holding History

Atomi Financial Group’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 		$503K Buy
50,285
+15,740
+46% +$164K 0.02% 711
2025
Q4 		$349K Buy
34,545
+599
+2% +$5.69K 0.01% 861
2025
Q3 		$304K Sell
33,946
-1,330
-4% -$12.8K 0.01% 882
2025
Q2 		$366K Buy
35,276
+1,512
+4% +$15.9K 0.01% 721
2025
Q1 		$347K Sell
33,764
-111
-0.3% -$1.09K 0.02% 695
2024
Q4 		$323K Buy
33,875
+11,357
+50% +$111K 0.02% 689
2024
Q3 		$238K Buy
22,518
+7,330
+48% +$70.9K 0.01% 774
2024
Q2 		$125K Buy
15,188
+4,681
+45% +$39.1K 0.01% 769
2024
Q1 		$89.2K Buy
+10,507
New +$87.8K 0.01% 714

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