Cherry Tree Wealth Management’s Haleon HLN Stock Holding History

Cherry Tree Wealth Management’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	$1.11K	Sell	111 -400	-78%	-$4.16K	﹤0.01%	532
2025 Q4	$5.17K	Sell	511 -165	-24%	-$1.57K	﹤0.01%	480
2025 Q3	$6.06K	Hold	676	–	–	﹤0.01%	458
2025 Q2	$7.01K	Hold	676	–	–	﹤0.01%	450
2025 Q1	$6.96K	Hold	676	–	–	﹤0.01%	486
2024 Q4	$6.45K	Hold	676	–	–	﹤0.01%	459
2024 Q3	$7.15K	Hold	676	–	–	﹤0.01%	454
2024 Q2	$5.58K	Hold	676	–	–	﹤0.01%	450
2024 Q1	$5.74K	Hold	676	–	–	﹤0.01%	426
2023 Q4	$5.56K	Hold	676	–	–	﹤0.01%	420
2023 Q3	$5.63K	Hold	676	–	–	﹤0.01%	392
2023 Q2	$5.67K	Buy	+676	New	+$5.77K	﹤0.01%	388

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cherry Tree Wealth Management's HLN Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Haleon (HLN) stake by 78% in Q1 2026, selling an estimated $4.16K and leaving 111 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Cherry Tree Wealth Management first reported a position in HLN in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.15K in Q3 2024. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Cherry Tree Wealth Management held 111 shares of Haleon worth $1.11K as of Q1 2026.
Cherry Tree Wealth Management sold 400 Haleon shares in Q1 2026, an estimated $4.16K.
Haleon made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #532 holding.
Cherry Tree Wealth Management first reported a position in Haleon in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Haleon position peaked at $7.15K in Q3 2024.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.