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Creative Capital Management Investments’s Haleon HLN Stock Holding History

Creative Capital Management 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
-25
Closed -$253 – 334
2025
Q4 		$253 Hold
25
– – ﹤0.01% 304
2025
Q3 		$224 Hold
25
– – ﹤0.01% 259
2025
Q2 		$259 Hold
25
– – ﹤0.01% 301
2025
Q1 		$257 Hold
25
– – ﹤0.01% 228
2024
Q4 		$239 Buy
+25
New +$245 ﹤0.01% 254

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

Creative Capital Management Investments's HLN Position: Q1 2026 in Review

Creative Capital Management Investments sold out of Haleon (HLN) in Q1 2026, closing a stake of 25 shares — an estimated $253 sold.

Creative Capital Management Investments first reported a position in HLN in Q4 2024 and held it in 5 quarters. The position peaked at $259 in Q2 2025. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Creative Capital Management Investments reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Creative Capital Management Investments sold 25 Haleon shares in Q1 2026, an estimated $253.
  • Creative Capital Management Investments first reported a position in Haleon in Q4 2024 and held it in 5 quarters.
  • Creative Capital Management Investments's Haleon position peaked at $259 in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.