Keener Financial Planning’s Haleon HLN Stock Holding History

Keener Financial Planning’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	-58	Closed	–	–	113
2025 Q3	$0	Hold	58	–	–	﹤0.01%	216
2025 Q2	$0	Hold	58	–	–	﹤0.01%	211
2025 Q1	$0	Hold	58	–	–	﹤0.01%	180
2024 Q4	$0	Hold	58	–	–	﹤0.01%	180
2024 Q3	$0	Hold	58	–	–	﹤0.01%	183
2024 Q2	$0	Hold	58	–	–	﹤0.01%	183
2024 Q1	$1K	Hold	58	–	–	﹤0.01%	183
2023 Q4	$0	Buy	+58	New	+$478	﹤0.01%	181

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keener Financial Planning's HLN Position: Q4 2025 in Review

Keener Financial Planning sold out of Haleon (HLN) in Q4 2025, closing a stake of 58 shares.

Keener Financial Planning first reported a position in HLN in Q4 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2024. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Keener Financial Planning reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 58 Haleon shares in Q4 2025.
Keener Financial Planning first reported a position in Haleon in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Haleon position peaked at $1K in Q1 2024.
608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.