Fortitude Family Office’s Haleon HLN Stock Holding History

Fortitude 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
2025 Q4	–	Sell	-26	Closed	-$233	–	2008
2025 Q3	$233	Hold	26	–	–	﹤0.01%	1915
2025 Q2	$270	Sell	26 -428	-94%	-$4.51K	﹤0.01%	1939
2025 Q1	$4.67K	Sell	454 -923	-67%	-$9.09K	﹤0.01%	749
2024 Q4	$13.1K	Sell	1,377 -1,272	-48%	-$12.4K	﹤0.01%	554
2024 Q3	$28K	Buy	+2,649	New	+$25.6K	0.01%	344

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

Norges Bank Oslo, Norway $1T AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Fortitude Family Office's HLN Position: Q4 2025 in Review

Fortitude Family Office sold out of Haleon (HLN) in Q4 2025, closing a stake of 26 shares — an estimated $233 sold.

Fortitude Family Office first reported a position in HLN in Q3 2024 and held it in 5 quarters. The position peaked at $28K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Fortitude Family Office reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 26 Haleon shares in Q4 2025, an estimated $233.
Fortitude Family Office first reported a position in Haleon in Q3 2024 and held it in 5 quarters.
Fortitude Family Office's Haleon position peaked at $28K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.