Gibbs Wealth Management’s Haleon HLN Stock Holding History

Gibbs Wealth 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	$134K	Buy	+13,373	New	+$139K	0.02%	429
2025 Q3	–	Sell	-10,852	Closed	-$113K	–	345
2025 Q2	$113K	Buy	+10,852	New	+$114K	0.02%	366
2024 Q4	–	Sell	-81,111	Closed	-$858K	–	287
2024 Q3	$858K	Buy	81,111 +63,184	+352%	+$611K	0.28%	80
2024 Q2	$148K	Buy	17,927 +4,444	+33%	+$37.1K	0.06%	227
2024 Q1	$114K	Buy	+13,483	New	+$113K	0.07%	188

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

Gibbs Wealth Management's HLN Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Haleon (HLN) in Q1 2026: 13,373 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in HLN as recently as Q2 2025.

Gibbs Wealth Management first reported a position in HLN in Q1 2024 and has held it in 5 quarters since. The position peaked at $858K in Q3 2024. 625 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

Gibbs Wealth Management held 13,373 shares of Haleon worth $134K as of Q1 2026.
Haleon was a new Gibbs Wealth Management position in Q1 2026.
Haleon made up 0.02% of Gibbs Wealth Management's portfolio in Q1 2026, its #429 holding.
Gibbs Wealth Management first reported a position in Haleon in Q1 2024 and has held it in 5 quarters since.
Gibbs Wealth Management's Haleon position peaked at $858K in Q3 2024.
625 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.