ORG Partners’s Haleon HLN Stock Holding History

ORG Partners’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	$2.23K	Hold	221	–	–	﹤0.01%	1426
2025 Q3	$1.98K	Hold	221	–	–	﹤0.01%	1317
2025 Q2	$2.29K	Hold	221	–	–	﹤0.01%	1210
2025 Q1	$2.25K	Hold	221	–	–	﹤0.01%	1061
2024 Q4	$2.11K	Hold	221	–	–	﹤0.01%	1083
2024 Q3	$2.34K	Hold	221	–	–	﹤0.01%	948
2024 Q2	$1.84K	Sell	221 -100	-31%	-$836	﹤0.01%	1516
2024 Q1	$2.68K	Buy	+321	New	+$2.68K	0.01%	385
2023 Q4	–	Sell	-321	Closed	-$2.67K	–	1233
2023 Q3	$2.67K	Hold	321	–	–	﹤0.01%	1038
2023 Q2	$2.63K	Buy	+321	New	+$2.74K	﹤0.01%	1179

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

ORG Partners's HLN Position: Q4 2025 in Review

ORG Partners held its Haleon (HLN) position steady in Q4 2025 at 221 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

ORG Partners first reported a position in HLN in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.68K in Q1 2024. 608 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

ORG Partners held 221 shares of Haleon worth $2.23K as of Q4 2025.
ORG Partners left its Haleon share count unchanged in Q4 2025.
Haleon made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1426 holding.
ORG Partners first reported a position in Haleon in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Haleon position peaked at $2.68K in Q1 2024.
608 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.