Clarius Group LLC’s Haleon HLN Stock Holding History

Clarius Group LLC’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	$448K	Buy	+44,292	New	+$421K	0.03%	222
2025 Q3	–	Sell	-26,269	Closed	-$272K	–	433
2025 Q2	$272K	Hold	26,269	–	–	0.02%	380
2025 Q1	$270K	Sell	26,269 -32,258	-55%	-$318K	0.02%	382
2024 Q4	$558K	Buy	+58,527	New	+$573K	0.04%	201

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

Clarius Group LLC's HLN Position: Q4 2025 in Review

Clarius Group LLC opened a new position in Haleon (HLN) in Q4 2025: 44,292 shares worth $448K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings. This is a return to the name: Clarius Group LLC previously reported a position in HLN as recently as Q2 2025.

Clarius Group LLC first reported a position in HLN in Q4 2024 and has held it in 4 quarters since. The position peaked at $558K in Q4 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Clarius Group LLC held 44,292 shares of Haleon worth $448K as of Q4 2025.
Haleon was a new Clarius Group LLC position in Q4 2025.
Haleon made up 0.03% of Clarius Group LLC's portfolio in Q4 2025, its #222 holding.
Clarius Group LLC first reported a position in Haleon in Q4 2024 and has held it in 4 quarters since.
Clarius Group LLC's Haleon position peaked at $558K in Q4 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.