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Greenleaf Trust’s Haleon HLN Stock Holding History

Greenleaf Trust’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
-17,028
Closed -$153K – 838
2025
Q3 		$153K Sell
17,028
-217
-1% -$2.09K ﹤0.01% 790
2025
Q2 		$179K Buy
17,245
+20
+0.1% +$211 ﹤0.01% 772
2025
Q1 		$177K Hold
17,225
– – ﹤0.01% 780
2024
Q4 		$164K Buy
17,225
+1,333
+8% +$13K ﹤0.01% 789
2024
Q3 		$168K Buy
15,892
+100
+0.6% +$967 ﹤0.01% 808
2024
Q2 		$130K Buy
+15,792
New +$132K ﹤0.01% 771

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

Greenleaf Trust's HLN Position: Q4 2025 in Review

Greenleaf Trust sold out of Haleon (HLN) in Q4 2025, closing a stake of 17,028 shares — an estimated $153K sold.

Greenleaf Trust first reported a position in HLN in Q2 2024 and held it in 6 quarters. The position peaked at $179K in Q2 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Greenleaf Trust reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Greenleaf Trust sold 17,028 Haleon shares in Q4 2025, an estimated $153K.
  • Greenleaf Trust first reported a position in Haleon in Q2 2024 and held it in 6 quarters.
  • Greenleaf Trust's Haleon position peaked at $179K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.