Forum Financial Management
HLN icon

Forum Financial Management’s Haleon HLN Stock Holding History

Forum Financial Management’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
-32,176
Closed -$325K – 630
2025
Q4 		$325K Buy
32,176
+20
+0.1% +$190 ﹤0.01% 707
2025
Q3 		$288K Buy
32,156
+1,527
+5% +$14.7K ﹤0.01% 765
2025
Q2 		$318K Sell
30,629
-43
-0.1% -$454 ﹤0.01% 641
2025
Q1 		$316K Sell
30,672
-33
-0.1% -$325 0.01% 569
2024
Q4 		$293K Buy
30,705
+10,530
+52% +$103K ﹤0.01% 632
2024
Q3 		$213K Buy
20,175
+88
+0.4% +$851 ﹤0.01% 695
2024
Q2 		$166K Buy
20,087
+12
+0.1% +$100 ﹤0.01% 685
2024
Q1 		$170K Hold
20,075
– – ﹤0.01% 715
2023
Q4 		$165K Buy
20,075
+8,322
+71% +$68.6K ﹤0.01% 661
2023
Q3 		$97.9K Buy
11,753
+537
+5% +$4.47K ﹤0.01% 621
2023
Q2 		$94K Sell
11,216
-10
-0.1% -$85 ﹤0.01% 644
2023
Q1 		$91.4K Sell
11,226
-2
-0% -$16 ﹤0.01% 603
2022
Q4 		$89.8K Buy
11,228
+218
+2% +$1.48K ﹤0.01% 578
2022
Q3 		$67K Buy
+11,010
New +$71.3K ﹤0.01% 527

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Forum Financial Management's HLN Position: Q1 2026 in Review

Forum Financial Management sold out of Haleon (HLN) in Q1 2026, closing a stake of 32,176 shares — an estimated $325K sold.

Forum Financial Management first reported a position in HLN in Q3 2022 and held it in 14 quarters. The position peaked at $325K in Q4 2025. 626 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Forum Financial Management reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 32,176 Haleon shares in Q1 2026, an estimated $325K.
  • Forum Financial Management first reported a position in Haleon in Q3 2022 and held it in 14 quarters.
  • Forum Financial Management's Haleon position peaked at $325K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.