Caitlin John’s Haleon HLN Stock Holding History

Caitlin John’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
2025 Q4	–	Sell	-3	Closed	-$27	–	952
2025 Q3	$27	Buy	+3	New	+$29	﹤0.01%	876
2025 Q1	–	Sell	-3	Closed	-$29	–	404
2024 Q4	$29	Hold	3	–	–	﹤0.01%	852
2024 Q3	$28	Hold	3	–	–	﹤0.01%	841
2024 Q2	$25	Hold	3	–	–	﹤0.01%	852
2024 Q1	$25	Hold	3	–	–	﹤0.01%	878
2023 Q4	$25	Buy	+3	New	+$25	﹤0.01%	882

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

Norges Bank Oslo, Norway $935B AUM

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Caitlin John's HLN Position: Q4 2025 in Review

Caitlin John sold out of Haleon (HLN) in Q4 2025, closing a stake of 3 shares — an estimated $27 sold.

Caitlin John first reported a position in HLN in Q4 2023 and held it in 6 quarters. The position peaked at $29 in Q4 2024. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Caitlin John reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Caitlin John sold 3 Haleon shares in Q4 2025, an estimated $27.
Caitlin John first reported a position in Haleon in Q4 2023 and held it in 6 quarters.
Caitlin John's Haleon position peaked at $29 in Q4 2024.
608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.