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Grove Bank & Trust’s Haleon HLN Stock Holding History

Grove Bank & 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
2026
Q3 		$19.8K Sell
2,200
-809
-27% -$7.86K ﹤0.01% 566
2026
Q2 		$28.1K Hold
3,009
– – ﹤0.01% 515
2026
Q1 		$30.1K Hold
3,009
– – ﹤0.01% 493
2025
Q4 		$30.4K Hold
3,009
– – ﹤0.01% 490
2025
Q3 		$27K Hold
3,009
– – ﹤0.01% 501
2025
Q2 		$31.2K Hold
3,009
– – ﹤0.01% 480
2025
Q1 		$31K Hold
3,009
– – ﹤0.01% 467
2024
Q4 		$28.7K Buy
3,009
+433
+17% +$4.24K ﹤0.01% 421
2024
Q3 		$27.3K Sell
2,576
-124
-5% -$1.2K ﹤0.01% 416
2024
Q2 		$22.3K Hold
2,700
– – ﹤0.01% 424
2024
Q1 		$22.9K Sell
2,700
-310
-10% -$2.59K ﹤0.01% 438
2023
Q4 		$24.8K Sell
3,010
-175
-5% -$1.44K ﹤0.01% 417
2023
Q3 		$26.5K Hold
3,185
– – 0.01% 431
2023
Q2 		$26.7K Sell
3,185
-336
-10% -$2.87K 0.01% 428
2023
Q1 		$28.7K Sell
3,521
-1,280
-27% -$10.2K 0.01% 431
2022
Q4 		$38K Buy
+4,801
New +$32.7K 0.01% 398

Other funds holding HLN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Grove Bank & Trust's HLN Position: Q3 2026 in Review

Grove Bank & Trust reduced its Haleon (HLN) stake by 27% in Q3 2026, selling an estimated $7.86K and leaving 2,200 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Grove Bank & Trust first reported a position in HLN in Q4 2022 and has held it in 16 quarters since. The position peaked at $38K in Q4 2022. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Grove Bank & Trust held 2,200 shares of Haleon worth $19.8K as of Q3 2026.
  • Grove Bank & Trust sold 809 Haleon shares in Q3 2026, an estimated $7.86K.
  • Haleon made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #566 holding.
  • Grove Bank & Trust first reported a position in Haleon in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's Haleon position peaked at $38K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.