CFD
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Creative Financial Designs’s Haleon HLN Stock Holding History

Creative Financial Designs’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 		$9.88K Hold
987
– – ﹤0.01% 1416
2025
Q4 		$9.97K Sell
987
-328
-25% -$3.12K ﹤0.01% 1360
2025
Q3 		$11.8K Buy
1,315
+66
+5% +$636 ﹤0.01% 1320
2025
Q2 		$13K Sell
1,249
-258
-17% -$2.72K ﹤0.01% 1270
2025
Q1 		$15.5K Buy
1,507
+533
+55% +$5.25K ﹤0.01% 1159
2024
Q4 		$9.29K Hold
974
– – ﹤0.01% 1271
2024
Q3 		$10.3K Buy
974
+4
+0.4% +$39 ﹤0.01% 1196
2024
Q2 		$8.02K Sell
970
-68
-7% -$568 ﹤0.01% 1216
2024
Q1 		$8.82K Sell
1,038
-50
-5% -$418 ﹤0.01% 1179
2023
Q4 		$8.96K Buy
1,088
+53
+5% +$437 ﹤0.01% 1119
2023
Q3 		$8.62K Hold
1,035
– – ﹤0.01% 1067
2023
Q2 		$8.67K Buy
1,035
+5
+0.5% +$43 ﹤0.01% 1057
2023
Q1 		$8.38K Buy
1,030
+77
+8% +$614 ﹤0.01% 1002
2022
Q4 		$7.62K Buy
+953
New +$6.49K ﹤0.01% 948

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 Financial Designs's HLN Position: Q1 2026 in Review

Creative Financial Designs held its Haleon (HLN) position steady in Q1 2026 at 987 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Creative Financial Designs first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.5K in Q1 2025. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Creative Financial Designs held 987 shares of Haleon worth $9.88K as of Q1 2026.
  • Creative Financial Designs left its Haleon share count unchanged in Q1 2026.
  • Haleon made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1416 holding.
  • Creative Financial Designs first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • Creative Financial Designs's Haleon position peaked at $15.5K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.