Clean Yield Group’s Haleon HLN Stock Holding History

Clean Yield 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
2026 Q1	$10K	Hold	1,000	–	–	﹤0.01%	301
2025 Q4	$10.1K	Hold	1,000	–	–	﹤0.01%	313
2025 Q3	$8.97K	Hold	1,000	–	–	﹤0.01%	326
2025 Q2	$10.4K	Hold	1,000	–	–	﹤0.01%	296
2025 Q1	$10.3K	Sell	1,000 -1,345	-57%	-$13.2K	﹤0.01%	309
2024 Q4	$22.4K	Hold	2,345	–	–	0.01%	287
2024 Q3	$24.8K	Sell	2,345 -5,035	-68%	-$48.7K	0.01%	279
2024 Q2	$61K	Hold	7,380	–	–	0.02%	210
2024 Q1	$62.7K	Hold	7,380	–	–	0.02%	213
2023 Q4	$60.7K	Hold	7,380	–	–	0.03%	215
2023 Q3	$62.6K	Sell	7,380 -1,665	-18%	-$13.9K	0.03%	208
2023 Q2	$75.8K	Sell	9,045 -3,440	-28%	-$29.4K	0.03%	200
2023 Q1	$102K	Sell	12,485 -2,625	-17%	-$20.9K	0.04%	175
2022 Q4	$121K	Sell	15,110 -38,688	-72%	-$263K	0.05%	164
2022 Q3	$328K	Buy	+53,798	New	+$348K	0.15%	99

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clean Yield Group's HLN Position: Q1 2026 in Review

Clean Yield Group held its Haleon (HLN) position steady in Q1 2026 at 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Clean Yield Group first reported a position in HLN in Q3 2022 and has held it in 15 quarters since. The position peaked at $328K in Q3 2022. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Clean Yield Group held 1,000 shares of Haleon worth $10K as of Q1 2026.
Clean Yield Group left its Haleon share count unchanged in Q1 2026.
Haleon made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #301 holding.
Clean Yield Group first reported a position in Haleon in Q3 2022 and has held it in 15 quarters since.
Clean Yield Group's Haleon position peaked at $328K in Q3 2022.
621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.