ESB
HLN icon

Essex Savings Bank’s Haleon HLN Stock Holding History

Essex Savings Bank’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
-13,295
Closed -$134K – 316
2025
Q4 		$134K Buy
13,295
+25
+0.2% +$238 0.03% 309
2025
Q3 		$119K Sell
13,270
-1,387
-9% -$13.4K 0.03% 307
2025
Q2 		$152K Sell
14,657
-402
-3% -$4.24K 0.04% 309
2025
Q1 		$155K Sell
15,059
-226
-1% -$2.23K 0.04% 295
2024
Q4 		$146K Buy
15,285
+266
+2% +$2.6K 0.04% 295
2024
Q3 		$159K Hold
15,019
– – 0.04% 279
2024
Q2 		$124K Buy
15,019
+3,760
+33% +$31.4K 0.03% 262
2024
Q1 		$92.7K Hold
11,259
– – 0.03% 262
2023
Q4 		$92.7K Buy
11,259
+525
+5% +$4.33K 0.03% 262
2023
Q3 		$89.4K Buy
+10,734
New +$89.4K 0.03% 228

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

Essex Savings Bank's HLN Position: Q1 2026 in Review

Essex Savings Bank sold out of Haleon (HLN) in Q1 2026, closing a stake of 13,295 shares — an estimated $134K sold.

Essex Savings Bank first reported a position in HLN in Q3 2023 and held it in 10 quarters. The position peaked at $159K in Q3 2024. 622 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Essex Savings Bank reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Essex Savings Bank sold 13,295 Haleon shares in Q1 2026, an estimated $134K.
  • Essex Savings Bank first reported a position in Haleon in Q3 2023 and held it in 10 quarters.
  • Essex Savings Bank's Haleon position peaked at $159K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Essex Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.