GRP
HLN icon

Global Retirement Partners’s Haleon HLN Stock Holding History

Global Retirement Partners’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 		$193K Buy
19,053
+6,307
+49% +$60K ﹤0.01% 1494
2025
Q3 		$114K Sell
12,746
-3,231
-20% -$31.1K ﹤0.01% 1462
2025
Q2 		$166K Buy
+15,977
New +$169K ﹤0.01% 1187
2024
Q4 		$126K Sell
13,168
-4,400
-25% -$43.1K ﹤0.01% 1161
2024
Q3 		$186K Sell
17,568
-450
-2% -$4.35K 0.01% 940
2024
Q2 		$149K Sell
18,018
-4,362
-19% -$36.5K ﹤0.01% 1012
2024
Q1 		$190K Buy
22,380
+778
+4% +$6.5K 0.01% 808
2023
Q4 		$183K Buy
21,602
+318
+1% +$2.62K 0.01% 788
2023
Q3 		$178K Sell
21,284
-231
-1% -$1.92K 0.01% 713
2023
Q2 		$180K Sell
21,515
-4
-0% -$34 0.01% 728
2023
Q1 		$187K Buy
21,519
+10,924
+103% +$87.1K 0.01% 696
2022
Q4 		$84.8K Buy
10,595
+2,142
+25% +$14.6K 0.01% 869
2022
Q3 		$52K Buy
+8,453
New +$54.7K ﹤0.01% 996

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's HLN Position: Q4 2025 in Review

Global Retirement Partners increased its Haleon (HLN) stake by 49% in Q4 2025, buying an estimated $60K and bringing the position to 19,053 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Global Retirement Partners first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Global Retirement Partners held 19,053 shares of Haleon worth $193K as of Q4 2025.
  • Global Retirement Partners bought 6,307 Haleon shares in Q4 2025, an estimated $60K.
  • Haleon made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1494 holding.
  • Global Retirement Partners first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
  • 608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.