Legacy Financial Advisors’s Haleon HLN Stock Holding History

Legacy Financial Advisors’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	-19,039	Closed	-$171K	–	419
2025 Q3	$171K	Buy	+19,039	New	+$183K	0.02%	410
2025 Q2	–	Sell	-25,914	Closed	-$267K	–	371
2025 Q1	$267K	Buy	25,914 +2,317	+10%	+$22.8K	0.04%	292
2024 Q4	$225K	Buy	23,597 +2,720	+13%	+$26.6K	0.04%	312
2024 Q3	$221K	Buy	20,877 +969	+5%	+$9.37K	0.04%	322
2024 Q2	$164K	Buy	19,908 +779	+4%	+$6.51K	0.03%	321
2024 Q1	$162K	Buy	19,129 +2,030	+12%	+$17K	0.03%	314
2023 Q4	$141K	Buy	17,099 +3,041	+22%	+$25.1K	0.03%	291
2023 Q3	$117K	Buy	14,058 +1,962	+16%	+$16.3K	0.02%	256
2023 Q2	$101K	Buy	12,096 +1,552	+15%	+$13.2K	0.02%	256
2023 Q1	$85.8K	Buy	+10,544	New	+$84K	0.02%	248

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

Legacy Financial Advisors's HLN Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Haleon (HLN) in Q4 2025, closing a stake of 19,039 shares — an estimated $171K sold.

Legacy Financial Advisors first reported a position in HLN in Q1 2023 and held it in 10 quarters. The position peaked at $267K in Q1 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Legacy Financial Advisors reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 19,039 Haleon shares in Q4 2025, an estimated $171K.
Legacy Financial Advisors first reported a position in Haleon in Q1 2023 and held it in 10 quarters.
Legacy Financial Advisors's Haleon position peaked at $267K in Q1 2025.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.