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Commonwealth Retirement Investments’s Haleon HLN Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-66
Closed -$667 – 250
2025
Q4 		$667 Buy
+66
New +$627 ﹤0.01% 414

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Retirement Investments's HLN Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Haleon (HLN) in Q1 2026, closing a stake of 66 shares — an estimated $667 sold.

Commonwealth Retirement Investments first reported a position in HLN in Q4 2025 and held it in 1 quarter. The position peaked at $667 in Q4 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 66 Haleon shares in Q1 2026, an estimated $667.
  • Commonwealth Retirement Investments first reported a position in Haleon in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Haleon position peaked at $667 in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.