Jackson Grant Investment Advisers’s Haleon HLN Stock Holding History

Jackson Grant Investment Advisers’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	-798	Closed	-$7.16K	–	407
2025 Q3	$7.16K	Hold	798	–	–	﹤0.01%	319
2025 Q2	$8.28K	Hold	798	–	–	﹤0.01%	279
2025 Q1	$8.21K	Hold	798	–	–	﹤0.01%	274
2024 Q4	$7.61K	Hold	798	–	–	﹤0.01%	281
2024 Q3	$8.44K	Hold	798	–	–	﹤0.01%	276
2024 Q2	$6.59K	Hold	798	–	–	﹤0.01%	290
2024 Q1	$6.78K	Hold	798	–	–	﹤0.01%	278
2023 Q4	$6.57K	Hold	798	–	–	﹤0.01%	273
2023 Q3	$6.65K	Hold	798	–	–	﹤0.01%	270
2023 Q2	$6.69K	Hold	798	–	–	﹤0.01%	274
2023 Q1	$6.5K	Buy	+798	New	+$6.36K	﹤0.01%	310

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

Jackson Grant Investment Advisers's HLN Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Haleon (HLN) in Q4 2025, closing a stake of 798 shares — an estimated $7.16K sold.

Jackson Grant Investment Advisers first reported a position in HLN in Q1 2023 and held it in 11 quarters. The position peaked at $8.44K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 798 Haleon shares in Q4 2025, an estimated $7.16K.
Jackson Grant Investment Advisers first reported a position in Haleon in Q1 2023 and held it in 11 quarters.
Jackson Grant Investment Advisers's Haleon position peaked at $8.44K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.