Frank Rimerman Advisors’s Haleon HLN Stock Holding History

Frank Rimerman Advisors’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	-28,551	Closed	-$256K	–	625
2025 Q3	$256K	Buy	+28,551	New	+$275K	0.02%	523
2024 Q4	–	Sell	-20,457	Closed	-$216K	–	537
2024 Q3	$216K	Sell	20,457 -17,604	-46%	-$170K	0.02%	491
2024 Q2	$314K	Buy	+38,061	New	+$318K	0.02%	437

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

Frank Rimerman Advisors's HLN Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of Haleon (HLN) in Q4 2025, closing a stake of 28,551 shares — an estimated $256K sold.

Frank Rimerman Advisors first reported a position in HLN in Q2 2024 and held it in 3 quarters. The position peaked at $314K in Q2 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Frank Rimerman Advisors reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 28,551 Haleon shares in Q4 2025, an estimated $256K.
Frank Rimerman Advisors first reported a position in Haleon in Q2 2024 and held it in 3 quarters.
Frank Rimerman Advisors's Haleon position peaked at $314K in Q2 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.