MDA
HLN icon

Minot DeBlois Advisors’s Haleon HLN Stock Holding History

Minot DeBlois 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
2026
Q1 		– Sell
-100
Closed -$1.01K – 232
2025
Q4 		$1.01K Hold
100
– – ﹤0.01% 210
2025
Q3 		$897 Hold
100
– – ﹤0.01% 235
2025
Q2 		$1.04K Hold
100
– – ﹤0.01% 247
2025
Q1 		$1.03K Sell
100
-283
-74% -$2.79K ﹤0.01% 246
2024
Q4 		$3.65K Buy
+383
New +$3.75K ﹤0.01% 266

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Minot DeBlois Advisors's HLN Position: Q1 2026 in Review

Minot DeBlois Advisors sold out of Haleon (HLN) in Q1 2026, closing a stake of 100 shares — an estimated $1.01K sold.

Minot DeBlois Advisors first reported a position in HLN in Q4 2024 and held it in 5 quarters. The position peaked at $3.65K in Q4 2024. 626 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Minot DeBlois Advisors reported no remaining Haleon position as of Q1 2026 after selling out during the quarter.
  • Minot DeBlois Advisors sold 100 Haleon shares in Q1 2026, an estimated $1.01K.
  • Minot DeBlois Advisors first reported a position in Haleon in Q4 2024 and held it in 5 quarters.
  • Minot DeBlois Advisors's Haleon position peaked at $3.65K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.