CIA
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Concurrent Investment Advisors’s Haleon HLN Stock Holding History

Concurrent Investment Advisors’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 		$279K Buy
27,895
+5,845
+27% +$60.8K ﹤0.01% 1548
2025
Q4 		$223K Buy
22,050
+6,815
+45% +$64.8K ﹤0.01% 1577
2025
Q3 		$137K Sell
15,235
-771
-5% -$7.43K ﹤0.01% 1397
2025
Q2 		$166K Sell
16,006
-357
-2% -$3.77K ﹤0.01% 1294
2025
Q1 		$168K Buy
16,363
+4,055
+33% +$39.9K ﹤0.01% 1151
2024
Q4 		$117K Sell
12,308
-372
-3% -$3.64K ﹤0.01% 1043
2024
Q3 		$134K Sell
12,680
-4,226
-25% -$40.9K ﹤0.01% 985
2024
Q2 		$140K Buy
16,906
+1,635
+11% +$13.7K ﹤0.01% 912
2024
Q1 		$130K Buy
15,271
+402
+3% +$3.36K 0.01% 844
2023
Q4 		$122K Buy
+14,869
New +$123K 0.01% 809

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 $74.9B 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