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 Q3	$9K	Hold	1,000	–	–	﹤0.01%	323
2026 Q2	$9.33K	Hold	1,000	–	–	﹤0.01%	319
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Third View Private Wealth Westport, Connecticut $849M AUM 13.11% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Clean Yield Group's HLN Position: Q3 2026 in Review

Clean Yield Group held its Haleon (HLN) position steady in Q3 2026 at 1,000 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Clean Yield Group first reported a position in HLN in Q3 2022 and has held it in 17 quarters since. The position peaked at $328K in Q3 2022. 216 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

Clean Yield Group held 1,000 shares of Haleon worth $9K as of Q3 2026.
Clean Yield Group left its Haleon share count unchanged in Q3 2026.
Haleon made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #323 holding.
Clean Yield Group first reported a position in Haleon in Q3 2022 and has held it in 17 quarters since.
Clean Yield Group's Haleon position peaked at $328K in Q3 2022.
216 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.