CVA Family Office’s Haleon HLN Stock Holding History

CVA Family Office’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	$2.25K	Buy	225 +100	+80%	+$1.04K	﹤0.01%	1497
2025 Q4	$1.26K	Sell	125 -106	-46%	-$1.01K	﹤0.01%	1065
2025 Q3	$2.07K	Buy	231 +106	+85%	+$1.02K	﹤0.01%	999
2025 Q2	$1.3K	Hold	125	–	–	﹤0.01%	1046
2025 Q1	$1.29K	Hold	125	–	–	﹤0.01%	1064
2024 Q4	$1.19K	Hold	125	–	–	﹤0.01%	1068
2024 Q3	$1.32K	Hold	125	–	–	﹤0.01%	1034
2024 Q2	$1.03K	Sell	125 -128	-51%	-$1.07K	﹤0.01%	1070
2024 Q1	$2.15K	Hold	253	–	–	﹤0.01%	927
2023 Q4	$2.08K	Buy	+253	New	+$2.08K	﹤0.01%	907
2023 Q3	–	Sell	-253	Closed	-$2.12K	–	543
2023 Q2	$2.12K	Hold	253	–	–	﹤0.01%	882
2023 Q1	$2.06K	Sell	253 -225	-47%	-$1.79K	﹤0.01%	857
2022 Q4	$3.82K	Buy	478 +225	+89%	+$1.53K	﹤0.01%	763
2022 Q3	$2K	Buy	+253	New	+$1.64K	﹤0.01%	806

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CVA Family Office's HLN Position: Q1 2026 in Review

CVA Family Office increased its Haleon (HLN) stake by 80% in Q1 2026, buying an estimated $1.04K and bringing the position to 225 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

CVA Family Office first reported a position in HLN in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.82K in Q4 2022. 619 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

CVA Family Office held 225 shares of Haleon worth $2.25K as of Q1 2026.
CVA Family Office bought 100 Haleon shares in Q1 2026, an estimated $1.04K.
Haleon made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1497 holding.
CVA Family Office first reported a position in Haleon in Q3 2022 and has held it in 14 quarters since.
CVA Family Office's Haleon position peaked at $3.82K in Q4 2022.
619 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.