CIBC Private Wealth Group’s Haleon HLN Stock Holding History

CIBC Private Wealth 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
2025 Q4	$102K	Sell	10,044 -7,862	-44%	-$74.7K	﹤0.01%	1505
2025 Q3	$161K	Buy	17,906 +9,773	+120%	+$94.1K	﹤0.01%	1276
2025 Q2	$84.3K	Sell	8,133 -12,252	-60%	-$129K	﹤0.01%	1472
2025 Q1	$191K	Buy	20,385 +5,147	+34%	+$50.7K	﹤0.01%	1095
2024 Q4	$145K	Sell	15,238 -4,609	-23%	-$45.1K	﹤0.01%	1286
2024 Q3	$210K	Buy	19,847 +4,379	+28%	+$42.3K	﹤0.01%	1160
2024 Q2	$131K	Sell	15,468 -645	-4%	-$5.39K	﹤0.01%	1287
2024 Q1	$134K	Buy	+16,113	New	+$135K	﹤0.01%	1273

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

CIBC Private Wealth Group's HLN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Haleon (HLN) stake by 44% in Q4 2025, selling an estimated $74.7K and leaving 10,044 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

CIBC Private Wealth Group first reported a position in HLN in Q1 2024 and has held it in 8 quarters since. The position peaked at $210K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

CIBC Private Wealth Group held 10,044 shares of Haleon worth $102K as of Q4 2025.
CIBC Private Wealth Group sold 7,862 Haleon shares in Q4 2025, an estimated $74.7K.
Haleon made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1505 holding.
CIBC Private Wealth Group first reported a position in Haleon in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Haleon position peaked at $210K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.