Nalls Sherbakoff Group’s Haleon HLN Stock Holding History

Nalls Sherbakoff Group’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	$4.08K	Buy	404 +291	+258%	+$2.77K	﹤0.01%	379
2025 Q3	$1.01K	Hold	113	–	–	﹤0.01%	401
2025 Q2	$1.17K	Hold	113	–	–	﹤0.01%	399
2025 Q1	$1.16K	Buy	+113	New	+$1.11K	﹤0.01%	402
2023 Q4	$930	Hold	113	–	–	﹤0.01%	394
2023 Q3	$942	Hold	113	–	–	﹤0.01%	400
2023 Q2	$909	Hold	113	–	–	﹤0.01%	419
2023 Q1	$914	Buy	+113	New	+$901	﹤0.01%	446

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

Nalls Sherbakoff Group's HLN Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Haleon (HLN) stake by 258% in Q4 2025, buying an estimated $2.77K and bringing the position to 404 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Nalls Sherbakoff Group first reported a position in HLN in Q1 2023 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

Nalls Sherbakoff Group held 404 shares of Haleon worth $4.08K as of Q4 2025.
Nalls Sherbakoff Group bought 291 Haleon shares in Q4 2025, an estimated $2.77K.
Haleon made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #379 holding.
Nalls Sherbakoff Group first reported a position in Haleon in Q1 2023 and has held it in 8 quarters since.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.