MHR
HLN icon

Matthew Hamilton Rosenberg’s Haleon HLN Stock Holding History

Matthew Hamilton Rosenberg’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 		$7.2K Sell
800
-295
-27% -$2.87K ﹤0.01% 676
2026
Q2 		$10.2K Hold
1,095
– – ﹤0.01% 625
2026
Q1 		$11K Hold
1,095
– – ﹤0.01% 601
2025
Q4 		$11.1K Hold
1,095
– – ﹤0.01% 615
2025
Q3 		$9.82K Hold
1,095
– – ﹤0.01% 636
2025
Q2 		$11.4K Hold
1,095
– – ﹤0.01% 638
2025
Q1 		$11.3K Hold
1,095
– – ﹤0.01% 614
2024
Q4 		$10.4K Hold
1,095
– – ﹤0.01% 617
2024
Q3 		$11.6K Hold
1,095
– – ﹤0.01% 601
2024
Q2 		$9.11K Hold
1,095
– – ﹤0.01% 603
2024
Q1 		$9.13K Hold
1,095
– – ﹤0.01% 615
2023
Q4 		$9.01K Hold
1,095
– – ﹤0.01% 622
2023
Q3 		$9.12K Hold
1,095
– – ﹤0.01% 627
2023
Q2 		$9.18K Hold
1,095
– – ﹤0.01% 635
2023
Q1 		$8.91K Sell
1,095
-310
-22% -$2.47K ﹤0.01% 678
2022
Q4 		$11.2K Buy
+1,405
New +$9.56K ﹤0.01% 639

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

Matthew Hamilton Rosenberg's HLN Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Haleon (HLN) stake by 27% in Q3 2026, selling an estimated $2.87K and leaving 800 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Matthew Hamilton Rosenberg first reported a position in HLN in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.6K in Q3 2024. 25 funds tracked by Wall St. Rank hold HLN as of Q3 2026.

  • Matthew Hamilton Rosenberg held 800 shares of Haleon worth $7.2K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 295 Haleon shares in Q3 2026, an estimated $2.87K.
  • Haleon made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #676 holding.
  • Matthew Hamilton Rosenberg first reported a position in Haleon in Q4 2022 and has held it in 16 quarters since.
  • Matthew Hamilton Rosenberg's Haleon position peaked at $11.6K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Haleon as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.