Center for Financial Planning’s Haleon HLN Stock Holding History

Center for Financial Planning’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	-125	Closed	-$1.12K	–	719
2025 Q3	$1.12K	Sell	125 -607	-83%	-$5.85K	﹤0.01%	615
2025 Q2	$7.59K	Hold	732	–	–	﹤0.01%	487
2025 Q1	$7.53K	Hold	732	–	–	﹤0.01%	498
2024 Q4	$6.98K	Buy	+732	New	+$7.16K	﹤0.01%	459
2024 Q3	–	Sell	-195	Closed	-$1.61K	–	593
2024 Q2	$1.61K	Hold	195	–	–	﹤0.01%	508
2024 Q1	$1.66K	Buy	+195	New	+$1.63K	﹤0.01%	531

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 27.5% 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

Center for Financial Planning's HLN Position: Q4 2025 in Review

Center for Financial Planning sold out of Haleon (HLN) in Q4 2025, closing a stake of 125 shares — an estimated $1.12K sold.

Center for Financial Planning first reported a position in HLN in Q1 2024 and held it in 6 quarters. The position peaked at $7.59K in Q2 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Center for Financial Planning reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 125 Haleon shares in Q4 2025, an estimated $1.12K.
Center for Financial Planning first reported a position in Haleon in Q1 2024 and held it in 6 quarters.
Center for Financial Planning's Haleon position peaked at $7.59K in Q2 2025.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.