Financial Connections Group’s Haleon HLN Stock Holding History

Financial Connections Group’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	$7K	Hold	741	–	–	﹤0.01%	204
2025 Q4	$7K	Hold	741	–	–	﹤0.01%	188
2025 Q3	$6K	Hold	741	–	–	﹤0.01%	193
2025 Q2	$7K	Sell	741 -100	-12%	-$1.05K	﹤0.01%	200
2025 Q1	$7K	Buy	841 +100	+13%	+$984	﹤0.01%	172
2024 Q4	$7K	Hold	741	–	–	﹤0.01%	165
2024 Q3	$7K	Hold	741	–	–	﹤0.01%	158
2024 Q2	$6K	Buy	+741	New	+$6.19K	﹤0.01%	225
2024 Q1	–	Sell	-741	Closed	-$6K	–	203
2023 Q4	$6K	Buy	+741	New	+$6.11K	﹤0.01%	182
2023 Q3	–	Sell	-741	Closed	-$6K	–	164
2023 Q2	$6K	Sell	741 -313	-30%	-$2.67K	﹤0.01%	198
2023 Q1	$8K	Buy	+1,054	New	+$8.4K	0.01%	180

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Connections Group's HLN Position: Q1 2026 in Review

Financial Connections Group held its Haleon (HLN) position steady in Q1 2026 at 741 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Financial Connections Group first reported a position in HLN in Q1 2023 and has held it in 11 quarters since. The position peaked at $8K in Q1 2023. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Financial Connections Group held 741 shares of Haleon worth $7K as of Q1 2026.
Financial Connections Group left its Haleon share count unchanged in Q1 2026.
Haleon made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #204 holding.
Financial Connections Group first reported a position in Haleon in Q1 2023 and has held it in 11 quarters since.
Financial Connections Group's Haleon position peaked at $8K in Q1 2023.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.