Centerpoint Advisors’s Haleon HLN Stock Holding History

Centerpoint Advisors’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	-110	Closed	-$1K	–	425
2025 Q3	$1K	Buy	+110	New	+$1.06K	﹤0.01%	424
2023 Q4	–	Sell	-1,040	Closed	-$9K	–	499
2023 Q3	$9K	Hold	1,040	–	–	﹤0.01%	343
2023 Q2	$9K	Hold	1,040	–	–	﹤0.01%	344
2023 Q1	$8K	Buy	1,040 +550	+112%	+$4.38K	﹤0.01%	366
2022 Q4	$4K	Hold	490	–	–	﹤0.01%	360
2022 Q3	$3K	Buy	+490	New	+$3.17K	﹤0.01%	291

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Centerpoint Advisors's HLN Position: Q4 2025 in Review

Centerpoint Advisors sold out of Haleon (HLN) in Q4 2025, closing a stake of 110 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $9K in Q3 2023. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Centerpoint Advisors reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 110 Haleon shares in Q4 2025, an estimated $1K.
Centerpoint Advisors first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
Centerpoint Advisors's Haleon position peaked at $9K in Q3 2023.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.